My Services

I serve individuals and businesses in all areas of investment planning, including:

• Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Help managing assets before and during retirement.
   
• Tax management* - Help pursue your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
   
• Estate planning* - Working with estate-planning and trust specialists available through The Private Trust Company N.A., an affiliate of LPL Financial to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, focusing to reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
   
• Risk management** - Reviewing existing insurance policies.
   
• Portfolio Management - Managing your securities through investment decisions based on research and your objectives.
   
• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you address your goals.
   
• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

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