While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Retirement planning 

We'll use a proprietary financial planning software to help you retire when and how you want to retire.  I'll help you make the most of your employer-sponsored retirement plans and IRAs and prepare for a long and successful retirement.

Wealth management

I'll follow an established process with you to help you understand your tolerance for risk in investing and I will construct a custom, balanced, diversified portfolio to help you pursue  your long-term goals.  Through diligent research and an established review and contact schedule, we'll look for opportunities in the market in the pursuit of above-average returns.

Tax management 

We'll look for ways to help reduce your current and future tax burden and refer you to qualified tax specialists as needed.

Estate planning 

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 

Education funding 

Recommending investment and accumulation strategies to help you pay for your children's education.