Overview

Partner with a professional

Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its objectives:

  • Accumulation: Targeting asset growth
  • Risk Management: Protecting your assets
  • Taxation: Minimizing your tax burden
  • Retirement Planning: Accumulation strategies for your goals
  • Estate Planning: Leaving assets to your family
  • Income During Retirement- Investment, distribution, tax and inflation strategies

Create a comprehensive plan

By exploring each objective in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble a plan for your financial future.

Implementing and monitoring your plan

Most people choose to implement their plans with me, since I am aware of their situation.

Investment services through our broker/dealer:

  • Money management
  • 401(k) and pension rollovers - NUA (Net Unrealized Appreciation)
  • Stocks
  • Bonds
  • Mutual funds
  • Insurance (life, disability, home care, nursing home care)
  • CDs
  • College funding
  • Annuities
  • Goal-based income and wealth management