2000 Duke Street
Working with a select client base, I offer a comprehensive suite of services tailored to each person’s individual needs.
I help clients establish their goals in life, both short and long-term, determine their assets and liabilities, and evaluate their current financial position before creating a comprehensive strategy. All of my services tie into the overall financial plan I develop for clients.
Some of my clients are concerned with growing their family and building their careers while managing their cash flow. I develop debt management tactics designed to improve their cash flow, which may include refinancing, consolidation, or changes in tax withholding. From there, I can create a financial strategy for the future and help them stay on track.
Establishing proper insurance coverage is critical to creating a sound financial strategy. I help clients evaluate their insurance options and determine the appropriate solutions based on their unique situation and future needs. My goal is to help you secure maximum protection for the least cost possible over your lifetime. Protection from losses associated with death, disability, and lawsuit to name a few. This may be achieved through using cost recapture strategies to help fund your protection portfolio. A strong comprehensive protection program is critical to ensure one’s financial plans don’t get sidetracked by unexpected life events.
In building a diversified investment portfolio tailored to their objectives and risk tolerance, I seek to help clients receive the highest rate of return with the least amount of risk.
Whether it is five or twenty five years away, it is important to plan ahead for retirement. I help clients determine opportunities for building a consistent income that will last throughout their retirement, from contributing to a 401(k) plan to identifying appropriate IRA investments. I also provide advice on minimizing risks associated with inflation, fluctuating markets, fluctuating interest rates, changing tax rates, and longevity risk.
Preserving assets and transferring an estate to family and heirs can be complicated and confusing. Regardless of how large an estate is, it’s important to plan what will happen to it upon one’s death. I help clients articulate their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.
A major concern among families is determining how they will pay for their children’s college expenses while balancing their own retirement planning. I help clients evaluate funding and savings options (such as 529 Plans or education trusts), and create an education strategy tailored to their goals.