Products & Services

Products & Services

As we work together to develop a customized financial program for you, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once we have established and fine-tuned your financial goals, we will work to customize the appropriate strategies to reflect your vision and objectives. I will help you execute a sound financial program.

Following are brief explanations of the products and services we may utilize in developing your money management strategy:

Investment Planning

  • Help you understand your risk tolerance and how it applies to investment strategy.
  • Determine your asset allocation needs based on your goals and your risk tolerance.
  • Recommend the appropriate investment vehicles that will best help you to pursue your goals.

Retirement planning

  • Educate you so you can make the most of your employer-sponsored retirement plans and IRAs.
  • Determine how much you will need in order to retire comfortably and to then also have enough to complete your personal bucket list.
  • Manage your assets during accumulation and distribution phases, with focus on tax-efficient, risk-aware, goal-oriented strategy.

Estate planning

  • Review your wills and trusts.
  • Help preserve your wealth for your intended heirs and charities.
  • Help you with beneficiary designations.
  • Reduce your exposure to estate taxes and probate costs.
  • Coordinate with your tax and legal advisors and help your executor and attorney walk through the distributions during what will be the most difficult of times. 

Risk management

  • Review your existing insurance policies.
  • Recommend policy changes where appropriate.
  • Find the best policies for your situation, goals and needs.
  • Work with and around your available employer sponsored programs.

Education funding

  • Recommend investment and accumulation strategies to help you pay for your children's education. 
  • Help you work through the difficult decisions surrounding education vs. retirement savings
  • Help you with decisions and strategies around providing for those children who are not traditional college bound.

Tax management

  • Look for ways to help reduce your current and future tax burden.
  • Refer you to qualified tax specialists. 
  • Walk through your tax returns with you to make sure you have a complete understanding of your taxes.