Our Services

Our Services

You deserve a financial plan customized to your core needs with careful selections to align toward pursuing your financial goals. As your advisor, I'll plan to meet with you to review and analyze your particular circumstances. We all have different needs and aspirations, and sometimes even preconceived expectations that we should consider. After careful consideration, together we will develop and implement a plan fit for you and your family, knowing that this plan will be dynamic, and that we will tailor various changes along the way.

My clients rely on me to provide detailed guidance on most aspects of investing including how to accomplish the following:

  • Protect loved ones and explore additional income streams with proper insurance
  • Determine the right fit when planning Long-Term Care strategies
  • Get retirement on track with proper investment allocation of Individual Retirement Accounts - IRAs
  • Implement smart tax planning using appropriate financial products such as Municipal Bonds and Life Insurance
  • Explore the right investment strategy including guidance on different types of Mutual Funds, Exchange Traded Funds (ETF's) and index funds
  • Using Fixed Income products that provide additional protection such as Certificates of Deposit and U.S.Treasury Securities
  • College Planning for children and grandchildren including 529 qualified tuition plan
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