Our Services
When developing a customized financial program, I walk clients through a step-by-step process that is designed to make them feel confident in their decisions.
Once goals have been established, appropriate strategies are customized to suit each client's vision and objectives. I help clients execute a sound financial program utilizing the following products and services:
- Cash management
- Risk management
- Asset Protection
- Investment planning
- Tax planning strategies
- Retirement planning
- Estate conservation
- College funding
- Charitable giving strategies
Business financial services:
- Employee benefits
- Executive benefits
- Tax efficient strategies
- Asset protection
Our services are designed to help you answer the following questions:
- Have I saved enough for retirement?
- How can I get more from my investments?
- Is my business structured for the most tax advantages?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- What is the best way to save for college?
- How can I help reduce taxes in retirement as well as estate taxes and preserve more of my assets for my heirs?
- Do I have the right amount of life insurance?
- More....
