Services

Wealth Management

You’ve earned your success and continue to excel in your personal and professional lives. Maintaining wealth becomes an issue as time constraints in daily life make it difficult to identify and develop strategies that align with your financial goals. I will partner with you to help you sustain and grow long-term wealth consistent with your goals and aspirations, taking into account other financial needs and your comfort with market risks.

Estate Planning

You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.

Financial Planning

Long-term financial security doesn’t happen by chance. Many things in life can have an impact – positive or negative – on your financial well-being. We’re here to help you manage control of your future. Together we’ll identify your most important goals and dreams, and build and implement a financial plan to help you pursue them. And because life is unpredictable, we’ll monitor your progress on a regular basis aiming to ensure your plan evolves as your needs and the situation around you changes.

Retirement Planning

Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place striving to ensure you work towards the retirement of your dreams.

Investment Strategies

Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of LPL Financial, I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.

Business Continuation Planning

What will happen to your business when you retire, or if you become permanently disabled or die? What’s the value of your business, and how much is each owner’s share worth? Because I specialize in business continuation planning, I can help you answer these and other questions. Together we can develop a range of solutions to help protect your business, should something unforeseen happen down the road.

Employee and Executive Benefits Planning

Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist who offers access to comprehensive employee benefit services through local and independently owned companies, provides a number of advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business’ ever changing needs.

Special Needs Planning

Planning for a dependent with special needs can be complicated. It is recommended that you work with a team of experts – including an attorney, a financial professional and a social service professional. As a key member to the special needs team, I provide solutions for families with special needs.

Retirement Income Planning

Becoming a retiree doesn’t mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate wealth may need to be adjusted as you prepare for and enter retirement. Together we can develop a plan to help you work towards financial security in retirement – through our unique strategy designed to preserve and continue to manage your wealth, protect against the risks that can affect your retirement years, and strive to provide you with a predictable and steady income for life.