Financial Planning Services
The main focus of my practice is comprehensive financial planning, which encompasses the following disciplines:
- Retirement Income Planning
- Investment Planning
- Estate Planning
- Insurance Planning
- Tax Planning
- Business Succession Planning
Depending on the client's individual situation, the above disciplines may or may not be of importance or in need of evaluation and planning.
While developing a customized financial program, I 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, I will customize appropriate strategies to suit your vision and objectives. It is my goal to help you execute a sound financial program utilizing the following products and services:
Insurance protection products
- Annuity products
- Mutual funds
- Registered Investment Advisory services
- Alternative Investments
- Referred outside professional services- Attorneys & CPAs