Helping You Make Wise Financial Decisions

Financial Services to Fit Your Needs

Since I am no longer accepting new clients, this webpage's aim is to get you thinking about what topics might be relevant to you and your search for financial help. Listed below are some financial topics that are common to several client categories.

  • Pre-Retirees
    Retirement Readiness
    Social Security and Pension Strategies
    Long-Term Care Funding
    Investment Portfolio Update and Simplification

  • Retirees
    Retirement Income Planning
    Gap Year Tax and Cash Flow Planning
    Social Security Choices
    Long-Term Care Funding
    Investment Portfolio Update and Simplification
    Portfolio Distribution Planning

  • Young Professionals
    Savings vs Spending Decisions
    Investment Choices
    Insurance Needs Assessment
    Tax Planning
    Education Funding
    Debt Management

  • Widowed/Divorced
    Financial Life Realignment
    Spending and Saving Plans
    Insurance Needs Assessment
    Investment Portfolio Update

  • Family Trustees
    Portfolio Mix and Investment Choices
    Cash Flow Planning for Beneficiaries