Working with a wide array of individuals, families and businesses, I collaborate with my clients to create and build a financial plan where they won't outlive their resources, and has the potential to leave a lasting legacy. No one strategy fits everyone, which is why everyone of my clients gets my undivided attention - from planning to execution to follow-up. I take a proactive approach to helping my clients develop a strategy to address their financial goals and objectives. My focus is on delivering objective guidance and advice.
I specialize in:
- Asset Management
- Financial Planning
- Estate Planning
- 401(k) Rollovers
- Roth IRAs
- Retirement Planning
- Charitable Giving Strategies
- Stocks/Bonds
- Corporate Benefits
- Long Term Care Insurance