Services Offered
While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I provide a full range of financial services to individual clients, including:
- Cash management
- Risk management
- Investment planning
- Tax planning strategies
- Retirement planning
- Estate conservation
- College funding
- Charitable giving
I also provide corporate financial services, including employee and executive benefits, such as 401(k)/403(b) plans, defined benefit plans, profit-sharing plans, as well as group life and disability insurance.