Who I Serve



Retirement is on the horizon and you’ve started giving more thought to the next stage of your life. If you have been asking yourself questions such as the ones listed below, you’ve found a financial advisor that specializes in your situation.

Questions include:

  • Will my savings last my entire retirement?

  • Will I be able to live the retirement I’ve dreamed of?

  • Should I purchase long-term care?

  • Will my investments be able to keep up with inflation?

  • What am I going to do for health care?

  • How can I lower my tax bill?

  • Should I rely on social security for part of my income?     

  • Is my estate in good order?                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         



Comprehensive financial planning should cover all aspects of your financial life and provide answers to your questions. The services listed below are not exhaustive, but they represent a good starting point to achieve the retirement you desire. 

Services include:

  • Retirement Planning

  • Investment Management

  • Asset Allocation

  • Budgeting & Cashflow Analysis

  • Pension Decisions

  • Debt Management

  • Estate Planning 

  • Tax Minimization Strategies

  • Insurance Review

  • Employee Benefits Optimization

  • Inheritance Planning

  • Professional Referrals


Click here to schedule a free, 15-minute phone consultation.