Become a Client

Investments, mortgages, life and or disability insurance, estate planning: the list of financial concerns and considerations facing individuals today is seemingly never ending,  and there are no simple answers.

I am in the business of helping my clients achieve all their financial objectives. I do this by using a time tested wealth management process. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a Certififed Special Needs Financial Advisor , I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:

  • Retirement planning – to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
  • Mutual Funds, Exchange Traded Funds (ETF’s), Unit Investment Trusts (UIT’s)
  • Financial Planning
  • Asset Allocation
  • 401k Rollover and 401k Analysis
  • College Savings Plans (Including estimate costs)
  • Individual Retirement Accounts (Traditional and Roth)
  • Business Retirement Plans (401k’s, Sep and Simple IRA’s, Cash Balance Pension Plans)
  • Life Insurance
  • Mortgages

My approach can help you invest conservatively, reduce your exposure to taxes, meet your mortgage and insurance needs and provide a plan to successfully leave a legacy to your children, grandchildren or chiarity near and dear to your heart. If this method of meeting your financial needs sounds appealing, I welcome the opportunity to hear from you.

If you have questions about your financial situation, please do not hesitate to call or e-mail me.