Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
I'm currently serving clients in four main areas.
1) Attempting to increase income at a time when rates are at HISTORIC lowes
2) Retirement Planning
a. The best way to save for retirement, and
b. How to turn your lifelong savings into an income that will last for the remainder of your life. Guarantee is based on the claims-paying ability of the issuing insurance company.
3) Saving for college and high school education in a tax-efficient manner
4) Estate Planning- passing assets to your loved ones and avoiding the IRS to the utmost ability of the law
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
