I work with successful individuals, professionals and business owners who need a knowledgeable, experienced advisor offering guidance and solutions to problems at a reasonable cost, an advisor who has a strong institution behind him where assets are secure and where extensive resources are available.
I help clients adopt realistic expectations and I give them realistic solutions. Together, we develop a sustainable strategy for both favorable and difficult market conditions
SOME AREAS WHERE I CAN HELP:
- Investment of personal and retirement savings
- Investment of trust funds
- Rollovers from company retirement plans when changing jobs or at retirement
- Restructuring an inheritance into something appropriate for the heirs
- 401k plan consulting
- Investing for current, spendable income
- Long term care insurance
- Annuities and Life Insurance
- Review and second opinion of another financial plan
