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 ManagementA 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 managementInvestment strategy developmentBehavioral managementInvestment portfolio risk managementEstate planning and asset transferCash flow planningBudget planningIncome planningRetirement planningFinancial goal settingSecurity researchTax planning and tax loss harvesting401K contribution and 401K investment advice401K transferIRA and investment account consolidationStock option advice and planning I also offer quarterly reviews and the online service Account View to monitor your investment accounts. Have a Question Name Email Phone Question Thank you! Oops!