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.

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.

Strategic Asset Management

Providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Access to over 8,000 mutual funds, ETF’s, as well as individual stocks and bonds.

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRA’s. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management

Looking for ways to help reduce your current and future tax burden.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the appropriate policy for your situation.

Education Planning

Recommending investment and accumulation strategies to help you pay for your children’s education.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.