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Comprehensive Financial Planning

Client Centered

As a Financial Advisor, I understand that no one strategy fits everyone. This is why each and every client gets our undivided attention from planning to execution to follow up. We take a proactive approach to helping you develop a strategy to address your personal financial goals and objectives using the most efficient methods available including tax strategies.

Financial Topics We Usually Discuss are:

  • the different types of investments
  • your risk tolerance
  • your time horizon
  • asset allocations
  • personal income projections
  • retirement projections
  • active account management
  • Roth IRA Conversions
  • Rollover strategies
  • investment tax implications
  • estate planning with elder law attorney
  • life insurance planning
  • short term & long term care planning
  • simple debt management
  • budgeting 
  • college 529 plans
  • business succession plans
  • defined contribution plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (229) 472-8824