Your Financial Future Depends on your Choices Today
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach can help manage investments, reduce exposure to taxes, focus on insurance needs and provide a plan to transfer wealth to my clients' children and grandchildren. Among my financial offerings are:
Managed asset plans - for professional fee-based portfolio management through LPL Financial
Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
College planning - long-term planning to ensure you’re ready when your children are
Retirement planning - to design an investment strategy to help you meet all of your retirement goals
Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.