We Offer:
  • Investments
  • Taxes
  • Insurance
  • Estate Planning
Last Updated: Aug 14, 2018

 

I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.

If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail me.

 

  • College planning - long-term planning to ensure you’re ready when your children are
  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
  • Variable and fixed annuities - for tax-deferred growth potential
  • Life insurance - providing financial protection for your loved ones
  • Direct investments - potential tax advantages
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