There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional financial security advice to help you choose only those products that meet your current and future goals.
I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a wide range of products and services to find those that address your unique situation.
Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short- and long-term goals.
For employers, I can offer advice on savings and pension plans.
- 401 (k) retirement plans and Individual Retirement Accounts
- 529 qualified tuition plans
- Certificates of Deposit
- U.S. Treasuries Securities
- Group retirement and savings plans
As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any customized financial plan.
Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.
- Long-term care, disability and critical illness
- Health and dental
- Group health benefits
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.
From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.
- Tax Planning
- Succession Planning
- Financial Planning for Business Owners
- Business Succession Planning