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