Broker Check

Services

Working with both individuals and small business owners, I offer a wide array of professional services. My innovative strategies are always tailored to a client's needs and objectives, which may include:

Financial Planning Strategies and Wealth Management

A financial road map can help you chart a course between where you are today and where you want to be tomorrow. I can assist with:


  • Investment advice and asset management
  • Investment strategy development
  • Behavioral management
  • Investment portfolio risk management
  • Estate planning and asset transfer
  • Cash flow planning
  • Budget planning
  • Income planning
  • Retirement planning
  • Financial goal setting
  • Security research
  • Tax planning and tax loss harvesting
  • 401K contribution and 401K investment advice
  • 401K transfer
  • IRA and investment account consolidation
  • Stock option advice and planning

 

I also offer quarterly reviews and the online service Account View to monitor your investment accounts.