Services

FINANCIAL PLANNING

I help you establish your goals in life, both short and long-term, determine your assets and liabilities, and evaluate your current financial position. I create and implement a strategy, focusing on your needs and objectives. All of my services, from wealth management to estate planning, tie into the overall financial plan I develop.

One of the communication tools I use when discussing financial plans is the Personal Economic Model^®. Much as a medical doctor would use an anatomical model to convey medical concepts, I use this model to convey financial concepts.  Read more 

EDUCATION PLANNING

A major concern among families is determining how they will pay for their children’s college expenses while still saving and planning for retirement. I can help you calculate college costs, evaluate funding options, and create an education strategy tailored to your goals. I can also provide insight and advice regarding savings options, including 529s, education savings accounts, and education trusts.  

Watch Video

PROTECTION PLANNING

A key component of financial planning is mitigating risk. Everyone wants to feel secure and having the right insurance may help you feel confident with your financial plan. Regular reviews of insurance policies protecting life, property, health, disability, long-term care, and other programs can ensure against losing income, savings, retirement and even your home. I can evaluate your current risk plans to determine if they adequately meet your needs at whatever stage you are in life.  

Watch Video

RETIREMENT PLANNING

Many of my clients are approaching and preparing to transition into retirement. Having the ability to retire with financial independence and free from financial pressures remains the main issue for clients. I believe it’s critical that a retirement strategy be properly designed, implemented, communicated, and monitored. I can help you address critical questions:

     ➢ How to shift from retirement savings to retirement income;
     ➢ How to estimate monthly income; and
     ➢ How to ensure your wealth lasts throughout your retirement years and leave a family legacy.

Watch Video

If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well-being.