Whether you’re planning for college, retirement, or a new business venture, I'm ready to help. With a broad range of products and services, I offer sound, custom services for your financial planning needs.
Personal and creative custom services including investing, insurance, retirement accumulation, life changes (marriage, divorce, new child, etc.), charitable giving, tax considerations, estate preservation planning.
All aspects of business planning from insurance to buy-sell agreements, and much more.
A part of financial planning, this involves helping you with financial decisions for this important stage of life. My approach is to help you turn your wealth into an income stream, and then help your retirement income last for your entire lifetime, including planning for the cost of elder health care. It is estimated that 52% individuals over 65 will experience the need for long-term care, with 14% needing care for longer than 5 years.*
Various services of all types. This includes issues such as planning for a major purchase, or for financing and saving for education.
Attorneys, Tax Professionals, Mortgage Professionals, Real Estate Agents, Retirement Lifestyle Professionals, Wellness Professionals and others.
* US Department for Health and Human Services, "Long Term Services and Supports for Older Americans: Risks and Financing" Research Brief, Revised February, 2016
email@example.com | 651-226-8191