Our Services
As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Cash flow analysis - for everyday budgeting
- Retirement planning - to design an investment strategy to help you pursue your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Life insurance - providing financial protection for your loved ones
- Long Term Care Insurance - providing financial assistance for long-term care needs and to help protect your assets for spouse and beneficiaries
- Issue Analysis - one time analysis of a particular issue on an hourly basis