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OUR SERVICES

You have financial goals that are unique to you. 

Your investment strategy should be tailored to your needs. 

We have access to a wide variety of investment vehicles to align with your financial goals and risk tolerance. We don't work with proprietary products and can act as your fiduciary in advisory relationships.  

Financial & Retirement Planning

Whether you are saving for something small or trying to project your retirement I can help you create your personal "road map."  Every successful road map requires consistent monitoring.  I will also help you make any required adjustments to this plan.

  • Needs Analysis & Goal Planning

  • Financial Plan Construction & Consistent Review of Your Plan

  • Cash Flow Analysis

  • Budgeting

  • Income Generation

  • Tax Management

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Wealth Management

I can help you tackle some of the more complex financial decisions that you need to make.  Successful wealth management includes having all of your financial partners focused on one thing, your success!  I can work along side your existing partners or help introduce you to new ones.  

  • Comprehensive Financial Planning

  • Tax Management

  • Legacy Planning

  • Insurance Planning

  • Wealth Transfer

  • Estate Planning

  • Trust Services*

  • Education Planning

  • Divorce Planning

  • Final Planning

* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

 
 
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Investment Management

  • Portfolio Design, Management, & Review

  • Risk Management

  • Rebalance Portfolio

  • Cash Management

  • Broad Universe of Investment Vehicles

  • Traditional Investments​

  • Equities, Fixed Income, Mutual Funds,  ETF's, ​Annuities

  • Managed Accounts​

  • Structured Products

  • Alternative Investments

 
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Business Planning

  • Retirement Plans for Employers and Employees

  • 401K Services

  • Business Protection

  • Cashflow Analysis

  • Business Planning

  • Non-Profit & HOA Money Management

  • Business Exit Strategy

 

Education Planning

Time is money.  I can help your children at an early age whether you are investing for college or saving for something else.  I also am a firm believer of teaching your children a solid financial education. 

  • College Savings

  • Managing Taxes

  • Goals-Based Savings Outside of College

  • Finance 101 for kids

  • Cash Management

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