Areas of Practice

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

Divorce Financial
Planning

 

Ending your marriage may be inevitable, and it is almost always unpleasant, but it doesn’t have to destroy you financially. I can assist you with the financial aspects of divorce without you ever stepping foot into a courtroom. And now, we can work with you virtually, which saves time and keeps us all safe.

Retirement planning

 

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Investment Management

 

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Financial Planning

 

After getting to know you and understanding your goals, timeframes and risk tolerance, we will put together a plan that shows you the numbers with recommendations for all aspects of your financial life.

Employee and executive benefits

 

Helping your business attract and retain qualified employees through benefit packages