SERVICES


 

Retirement Planning – we’ll come up with an easy to understand and implement plan so you don’t have to worry about your money in retirement. Our plans are designed to set your income on autopilot so you can enjoy your retirement.


Estate Organization & Settlement –
you may be interested in creating a trust or settling an estate you inherited.


Acccount Logistics/Banking –
we’ll help you streamline your processes so you can spend less time managing the day-to-day finances.


Alternative Investments –
this includes investments in businesses, hotels, land or anything major outside the stock market.

Sustainable Investing – I’m continually searching out investments that treat our people, planet and profit right. We can compose a piece or your entire portfolio with sustainable investments.


Spending Plan –
for many, it all starts here. If you dream of investing, starting with your spending can get you places fast. We’ll recommend easy tools and tips to make your life easier.


Taxes & Social Security –
many people don’t realize how Social Security will affect their taxes. We’ll include potential taxes in your plan.


Insurance Coverage –
we’ll review your coverage to make sure you have the correct amount at the right price.

 

Savings & Investments – both short and long-term savings accounts are reviewed and possibly restructured.


Loans & Mortgages –
I review your debt. We may restructure it or change your payment plan.


Charitable Giving –
 we can make charitable giving part of your overall plan.


College Planning –
this includes financial aid strategy, savings plan, asset allocation and amount needed.


Employer Retirement Plans (401k) –
we can help you implement a new plan for your company or review your current one.

 

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