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