Wealth Planning and Investments
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
I am in the business of helping my clients manage 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, manage your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.
If this method of pursuing 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.
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Retirement planning - to design an investment strategy to help you address your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- 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.
- Corporate 401(k), Retirement Plan & Investment Management