We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We help our clients prioritize their financial goals and implement a disciplined investment strategy
For over thirty years I have helped affluent families and individuals to put their financial affairs in order and to plan for the future.
- A customized Client Engagement Road Map that crystallizes financial objectives and establishes key action steps designed to move clients toward achieving their financial goals.
- A comprehensive financial analysis in coordination with other professionals, including attorneys and accountants.
- Monitoring of wealth management strategies including:
- Investment portfolio strategy, design, and management
- Retirement Planning
- Survivor Income Strategies
- Wealth Transfer
- Asset Protection
- Strategies for owners of low cost basis securities
- Executive Stock options strategies
- Risk Management
- Business Retirement Plans
- Business Succession Planning
Experience Behind the Deliverables
- A relentless commitment to excellence through the pursuit of professional designations and certificates:
- CMT (Chartered Market Technician)
- CRPS (Chartered Retirement Plans Specialist)
- Retirement Plans Consultant
- RFC (Registered Financial Consultant)
- Preferred Portfolio Management – A study of portfolio management techniques
- A Study in Portfolio Management – Babson College
- Member, IARFC International Association of Registered Financial Consultants)
- Member, AAPTA (American Association of Professional Technical Analysts)
- Financial Planning Certificate - Kaplan University
- BSBA, Finance