Services

I offer clients a process and an ongoing relationship managing their financial goals. I educate them as to the best approach to consider in investing their money, and use the best means available and appropriate for their situation.

My firm is without proprietary products. Clients get the best of the best in the financial market that we can get, it's to our benefit too.

I prefer fee-based financial advice, which aligns my compensation with clients' goals. Fee-based means we typically charge a percentage of the assets under management, and avoid transactional commissions.

No fees for consultations, financial plans or strategy meetings. I specialize in creating comprehensive financial plans before investing your assets for retirement, college, or whatever your goal. Then I implement the plan using a fair and transparent fee structure.

You should always know how I am compensated for managing your assets.
 

Finally, I excel in monitoring your assets performance and keeping you on track for the best chance at successfully reaching your financial goals.

To this end I offer the following products and services to individuals, families and business owners:

-Asset Management

-College Savings Planning

-Equity Selection

-Estate Planning

-Exchange Traded Funds

-Fee Based/Discretionary Investment Management

-Financial Planning

-Fixed Income

-Income Planning

-Insurance/Annuities

-Managed Investments

-Mutual Funds

-Portfolio Management

-Retirement Plans

-Trust Services

-Unit Investment Trusts

-Wealth Management