Our Services

We will help you answer the following questions:

  1. How can I get more from my investments? 
  2. How can I reduce my exposure to risk? How much money will I need to live comfortably in retirement?

  3. Am I saving enough?

  4. What is the best way to save for college?

  5. How can I reduce estate taxes and preserve more of my assets for my heirs?

  6. Do I have the right amount of life insurance?

 

Business financial services, including employee and executive benefits

I will work with you and your tax and legal advisors to help you select the most appropriate product to suit your specific needs and circumstances.

 

A full range of financial services to individual investors and business owners, including: 

  • Fee-based financial planning
  • Wealth management
  • Risk management
  • Investment planning
  • Tax planning
  • Retirement planning
  • Estate conservation strategies
  • Education funding strategies
  • Charitable giving strategies
Cliffs
 

 

Photo by Nancy LaPointe

 

 

 


Learn more about our services with our WealthMap

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