Comprehensive Investment Planning
Investments, taxes, insurance, and 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 pursue all 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, minimize your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:
- Retirement Planning - to design an investment strategy to help you work towards all of your retirement goals.
- Managed Asset Plans - for professional fee-based portfolio management through LPL Financial.
- Tax Advantage Investing - to rminimize your tax liability and let more of your money work for you.
- Investment Portfolio Analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.
- Annual Portfolio Review - to review your current holdings and help you make any necessary changes or adjustments.
- Mutual Funds - for diversification and professional management.
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to mutual funds, as well as individual stocks and bonds.
If this method of meeting 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 email me.