Our Services
Please call us if you have any questions about our firm or the range of financial products and 
services we provide. We have a relationship with a wide variety of financial services companies, which enables us to come up with the right investments for you.
When developing your financial plan, I pay very close attention to your answers to a series of questions posed to determine your short, medium and long-term goals. Your objectives are very important as we customize strategies to suit your objectives and help make you feel confident in your decisions.
SERVICES:
- Investment Planning
- Retirement Planning
- College Funding
- Tax Planning
- Estate Planning
- Risk Management
- Debt Management
- Trust Services
- Tax Preparation through a select list of independent and trusted CPA offices
- Insurance and Annuity Products
Our process includes:
- Initial meeting and conversation typically in the comfort of your home, my office or over the phone, whichever you prefer.
- Fact Finding
- Analysis and Plan Design
- Plan Discussion and Implementation
- Periodic Review
As an independent Registered Representative, I am able to customize an appropriate strategy that will depend on your unique needs. The account types and products I suggest will be clearly explained so that you feel confident in your choices.