Services
Clients turn to me for advice on retirement income planning, saving for college, portfolio management, tax and estate planning, insurance and much more.
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I deliver highly individualized advice to pursue your specific goals and objectives.
All of my clients receive access to their own personalized website.
That's where you can view a "dashboard" that consolidates all of your financial information on one easy-to-read screen.
There's also a digital vault where you can securely store your will, estate documents and other critical financial documents.
Most clients retain me for ongoing advice, for which I charge an annual fee that is a fixed percentage of their portfolio.
