Our Services

Every recommendation I make is custom designed to suit your individual set of circumstances.  Things change over time: what may work for you today, may not work tomorrow.  The key element that makes any of the services & products listed below function for you is regular, ongoing assessments.  I cannot make a recommendation if I don’t know your evolving priorities and needs.

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

• Financial Planning
• Group retirement and savings plans
• Business retirement plans for sole proprietors, Individual Contractors and Family Businesses
  
• Individual Retirement Accounts
• 529 qualified tuition plans and education saving strategies
• Life insurance for both personal and business needs
• Long-term care, disability and critical illness insurance
• Pre- and Post-Divorce Planning