Services
Every portfolio I manage is custom-tailored based on my clients’ needs. Because of our individualized focus, I am able to uniquely optimize results through a combination of know-how, technical analysis, superior investment selection, and asset allocation.
Investment Monitoring
In addition to monitoring variations in performance of underlying holdings, I conduct ongoing reviews and daily supervision of each client portfolio. I have discretion to make adjustments, but always within the parameters that have been mutually established beforehand and assigned to an account.
I am committed to ethical practices and safeguarding investor interests.
Retirement Transition Planning
Transitioning to retirement involves lots of decisions, big and small. I help you understand your retirement transition planning options and take your best route to retirement. I will also create a Social Security maximization strategy for you and help you better understand Medicare supplement policies.
Personalized Financial Advice
Helping my clients successfully navigate through financial challenges is an especially rewarding and gratifying part of what I do. I like to think I offer the best of both worlds in financial planning and investment management in that the assets I manage,
Financial Literacy Education
So many young people are often overwhelmed and intimidated by the jargon and options available to them as they navigate their financial lives. I provide personal financial literacy education and financial behavior coaching for recent college graduates and young professionals. This allows you to make sense of and clearly weigh all your options.
Debt Management and Reduction Strategy
Navigating the landscape of debt can be daunting, with concepts such as "good debt vs. bad debt" and strategies like debt consolidation frequently discussed. Our firm excels in demystifying these complexities. We offer expert advice tailored to understand your specific debt circumstances, evaluate the potential benefits or risks of acquiring more debt, and crucially, craft a robust strategy aimed at diminishing and ultimately clearing your debt. Allow us to guide you towards achieving a secure, debt-free financial future.
