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