my services

One of the most important advantages of my individualized approach to financial planning is flexibility.

I have the capability to support you in all phases of planning and managing your personal finances. Whether you need a strategy to accomplish a specific goal such as retirement or financing your children's education - or need an overall approach to improve the effectiveness of managing your finances, I can put the right plan in place.

My services can be broken down into three broad categories:

financial Planning

Among the services I offer:

• Tax Planning
• Retirement Planning
• Estate Planning
• Business Planning
• Investment Planning
• Cash Flow Analysis
• Asset Allocation

program implementation and asset management

I can assist you to implement the strategy our planning activities have developed, work with you on a continuing basis to execute and manage investments, as well as provide ongoing financial planning counseling to keep pace with changes in your personal situation.

My approach is to form a working partnership with you, adding my abilities to yours to design a program that gives you the exact level of participation you desire. Using a state-of-the-art art research capability, I will also give you the latest and most authoritative information on which to base your decisions.

Is it important to me how much money you have for investment or savings? No. What is important is that we find the strategy that will give you the ability to achieve your financial goal using the assets you have available.

business planning services

Many of my client's personal finances are closely linked to their businesses. I offer the added value of providing financial counseling (for example, business continuity planning or fringe benefit planning) that can help coordinate business and personal finances to achieve the most effective personal income preservation strategy.