Planning


Coordinated Financial Solutions

As part of managing your investments, I provide goal-based financial solutions based on your concerns and priorities.  This coordinated strategy includes forming financial goals and identifying issues; customizing and implementing a solution; assembling a team of financial advisors and legal experts; and monitoring the results to stay current with personal and market changes.

Areas of Planning

These financial topics may be of interest to you:

  • retirement planning
  • college funding
  • insurance analysis
  • estate planning
  • mortgage financing
  • 401(k), 403(b) and IRA investments
  • Roth IRA conversions

No Hidden Agendas

I receive no commissions or referral fees for recommendations.  My compensation comes solely from my valued clients – no third party commissions, bonuses, or free trips.  My only goal is your financial success.