My Services

A Higher Level of Service To Clients
The economics of present day living are as demanding as ever. Investing has not only become more complicated, making mistakes more costly, but tax law changes and unknown events quickly affect even the best plans today. If you are like most investors, you wish for a more simple life with more time in the day; however, investing properly takes time and effort, and lots of it.

My objective is to save you time and help make your financial life more simple by providing you with a high level of service using over twenty years of experience. I can design your financial road map showing how to reach your financial goals, but also meet with you every quarter to monitor performance along the way. Most investors are missing this comprehensive investment plan. My clients get advice on all four key areas of wealth management:

Investments
From stock selection to strategies for income, you’ll benefit from ideas tailor-made for your specific situation. You’ll not only receive suggestions on when to buy but when to sell in accordance with your investment objectives.

Asset Allocation
Using Nobel-Prize winning investment theory based on modern portfolio analysis, I can recommend a mixture of stocks, bonds and cash for your specific risk comfort level. The bottom line is whether you sleep well at night knowing your investments are working for you.

Retirement Planning & Lump Sum Distributions
How much will you need in order to maintain your standard of living? Will you outlive your assets? I can help you prepare for financial security during retirement, when your investments may replace your paycheck. When you are offered an early retirement package, I not only help you structure your investments properly, but help explain unrealized appreciation of company stock, IRA Rollover, and exercising stock options.

Estate Planning
Your comprehensive plan may include not only a retirement strategy, but planning for children’s and grandchildren’s education and techniques to pass on wealth to your heirs. If your situation requires legal and tax work, I can introduce you to an accountant and tax attorney team, or work with your own hand-picked professionals.