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My Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your financial decisions. Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I am knowledgeable in the following products and services listed below which will help us build a financial plan that is suited to your needs.

  • Retirement Planning Strategies 
  • IRAs/Roth IRAs
  • PERS/IAP 
  • 401K/403B/457 Plans
  • SEP/SIMPLE (Small Business Plans)
  • Mutual Funds/ETFs
  • Tax Management
  • Investment Management
  • Risk Management 
  • Estate Planning 
  • Education Planning (529 Plans)
  • Life Insurance and Annuity products
  • Long Term Care Insurance
  • Fee Based Planning