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