Both
Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Sudden Wealth ( Inheritance, Lottery etc)
I take a consultative approach to wealth management. My clients and I work together, proactively, to anticipate key wealth management issues that are likely to become a priority. I have the heart of a teacher, and this enables me to be ready with ideas, suggestions and alternatives to address individual issues. My investment style leads to a process-driven, yet flexible, strategy. My extensive experience — throughout major shifts in the markets — enables me to coach my clients to stay disciplined on their financial journey.
If you’re feeling overwhelmed, we can guide you to move forward with a simple step-by-step plan of action. Our goal is to empower you with knowledge and certainty, so that you feel confident about your financial future.
Provide financial education on topics such as Roth, IRA, 401k, Annuity and Stock Options
Analyze and create an inventory of all financial assets and debts
Explain how taxes will impact retirement accounts and other investments
Create a detailed Financial Plan for your short term and long term goals