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.