Our Services
When developing a customized financial program, I walk clients through a step-by-step process that is designed to make them feel confident in their decisions.
Once goals have been established, appropriate strategies are customized to suit each client's vision and objectives. I help clients execute a sound financial program utilizing the following products and services:
- Tax-reduction strategies
- Investment management, including stocks and mutual funds
- College funding
- Retirement planning
- Estate planning and preservation
- Asset protection through insurance and annuity products