Our Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

This approach is accomplished through a four step process:
1.        Inventory of Current Assets – A detailed examination of your current holdings and finances is necessary to clearly determine your current condition.
2.       Review & Design – A review of your current situation, to design a detailed investment strategy which incorporates your financial goals and risk parameters.
3.       Implementation – After we agree on a plan, we make the necessary investment decisions to accomplish the stated objectives.
4.      Review & Evaluation – The performance of the investments must be monitored regularly to make adjustments that become necessary due to changes in the markets, the economy or in your individual financial situation.
 

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
  • Retirement Strategies 
  • Estate Conservation
  • Insurance and Annuity Products