Services
Financial Planning
There are four key areas of financial planning I focus on with clients: 
- Financial Independence (Retirement Planning)
- Investment Planning
- Estate Planning Strategies
- Business Owner Planning
Based on your objectives, we will build your comprehensive financial plan. The plan will outline three things: your current situation, your goals, and strategies toward reaching those goals.
Investing
We implement the strategies using various tools which may include the following:
- Investment management programs
- Insurance: long term care, life, disability income
- Estate planning strategies
- College funding
We update your financial plan annually and adjust the strategies as needed to support your goals.