Our Services

Comprehensive Investment Planning

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event-it is a process. As your life circumstances change, so must the investment strategies I use to stay on course towards meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.

Pre & Post - Retirement Income Planning

An aspect of retirement planning that's often overlooked is understanding how much annual income you should expect at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your goals-whether you hope to maintain flexibility and control of the principal, have opportunities to grow the principal or increase the income, or have enough to last the rest of your life.

Corporate Retirement Plan Services

I offer a range of retirement plans that businesses or self-employed individuals can use, including moneypurchase pension plans, profit-sharing plans, definedbenefit plans, traditional 401(k) plans, and safe harbor 401(k) plans. In addition, I provide a variety of financial services to executives and businesses that include stock option exercise and sales programs, executive deferred compensation plans, and investment advice on proceeds from a sale of a business.