What do I do?

I personally help you define your financial goals and design a customized plan to achieve those goals, taking into account your individual risk tolerance and preferred ways of doing things.

If you prefer more specific services in place of a full financial plan, I can help. Specific services include, but are not limited to:




• Insurance planning: Analysis to determine your needs for the appropriate amounts of life and/or disability insurance.

• Estate planning: Analysis to assure the protection of your assets when you die and the orderly distribution of your estate in the most tax efficient manner and in accordance with your wishes.

• Business planning: Integration of business planning with personal financial planning for self-employed individuals, partnerships and small business owners.

• Education planning: Planning to maximize the impact of investments destined for future education.

• Power of attorney: Assistance for the person who currently, or in the future, will have the responsibilities of POA.

• Executor: Assistance for the person who currently, or in the future, will have the responsibilities of Executor.


  
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