Services Offered

You will get specific information that will help you make personal financial decisions based on your goals and priorities. No investment products are sold. Referrals are provided for legal and accounting services. No-load products are suggested. You will get the necessary information needed to understand, evaluate, and acquire various financial products. If a financial plan is requested, you will receive a written report summarizing our discussion, including your goals, with my recommendations.

If you are ready to take charge of your finances, the following services can be scheduled:

One-time problem solving sessions.
Identification of goals and how to refocus assets toward goals.
Comprehensive financial plans.
Cash flow management.
Saving suggestions.
Investment recommendations.
Retirement planning.
Managing assets in retirement.

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