Services Offered
While developing a customized financial program, I will walk you through a step-by-step process that can 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. I can help you execute a sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Mutual funds, stocks, bonds, Real Estate Investment Trusts, ETFs, UITs,
- Retirement strategies
- Roth and Traditional IRAs and Small Business retirement plans
- Retirement income strategies
- Estate conservation strategies and planning
- College planning
- Insurance and annuity products
- Debt management
I am compensated for my work with clients through a fee arrangement, an hourly rate, or commissions, depending on the client's situation, needs and preferences.