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.