Services

Financial Services

I provide the following financial services and product: comprehensive financial analysis and planning; risk-tolerance and time-horizon assessments; investment, retirement and college savings plans; mutual funds and money market funds.

Retirement Planning

Whether your retirement is 40 years away or on the horizon, it is important to take stock of your savings situation and take charge. Experts estimate that many Americans will spend nearly one third of their lives in retirement. To make sure that your retirement is the golden time it’s meant to be, start planning now.

Source: www.401k.org

Education Planning

The available education planning choices can be confusing. I can show you how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift and estate tax situation. I can also help you identify how much money you need to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment might fit with your overall investment management plan.

Legacy Planning

If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.

Professional Money Management

I offer a complete menu of professional money management services including wrap fee managed accounts and personal money management.

Additional Services

• SIMPLEs
• Long-Range Personal Planning
• Roth IRAs
• Rollovers
• Estate and Gift Tax Planning
• Business Valuations
• SEPs
• IRAs
• Long-Range Business Planning