Services

I support a systematic three-step approach to financial wellness focused on prudently governing personal investments, establishing a defined retirement plan, and coordinating an integrated wealth management strategy.

Level 1: Investment Management

All client relationships begin with the establishment of a prudent investment management strategy.

Level 2: Retirement Planning

Once your investments are governed properly we seek to establish a defined retirement plan that identifies your needs and monitor results.

Level 3: Wealth Management

Once your retirement plan is formalized we integrate insurance, education, and estate planning needs. An integrated wealth management plan provides a coordinated understanding of evolving needs so you may continuously assess the magnitude of your financial decisions.

Additional Services:

Insurance

As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect you and your family from undue hardship. I help clients assess insurance needs, identify appropriate insurance products, solicit quotes from insurance carriers, and complete applications.

Cash Management

Along with the protection provided by insurance, I offer integrated cash management strategies to help maintain sufficient emergency reserves, and avoid debt. I also help clients organize a budget and design debt reduction plans.