My Services

I provide comprehensive financial planning or material elements of comprehensive financial planning  using an 8 step process that will help make you feel confident in your decisions.

Once your goals are established, I customize appropriate strategies to suit your vision and objectives. Specific services include:

 

 

  • Financial plan
  • Insurance planning
  • Investment selection and management
  • Retirement planning strategies
  • Estate conservation
  • On-going service
    • Calls
    • Emails
    • Systematic meetings
    • Quarterly performance eports
    • Consolidated asset statements