Services

Investment Advisory &
Wealth Planning
Living a full life is what it’s all about! By focusing on the most important aspects of your financial life, I will help you create the life you desire. I will show you a 360 degree view of your entire situation. Then we will map out a plan to accomplish your dreams.
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Retirement Planning
  • Savings Strategy and Budgeting
  • Employer Benefits - 401k/403b’s, HSA’s, Employer Stock, etc
  • Income Strategy
  • Asset Location – Taxable vs Qualified IRA vs Roth IRA vs Employer Plans
  • Social Security
  • Health Care and Long Term Care
  • Tax Strategies for retirement
  • Retirement Income Planning
Investment Advice Topics
  • Asset Allocation
  • Diversification
  • Tactical and Sector Investments
  • Business Cycle Investing
  • Asset Location
  • Tax-Efficient Investing
  • Alternative Investments
  • Options Strategy and Hedging
Income Planning
  • Disability
  • Life Insurance
  • Outliving Income
Asset Protection
  • Estate Planning
  • Wills
  • Trusts
  • Charitable Giving
  • Wealth Transfer and Gifting
Family Conversations & Legacy
  • Education and College Planning
  • Adult Children and Aging Parent situations
  • Extended Family or Special Needs Situations
  • Aging Well for Seniors
  • Inheritance
Fee Only Fiduciary

As FIDUCIARIES, we act with the highest level of duty and loyalty to our clients, putting client interests above our own at all times.  We avoid or eliminate any conflict of interest that could compromise our objectivity or impartiality.  And we cannot receive any compensation or benefit that is contrary to the client’s best interest.  We also review and update our recommendations based on our clients’ changing needs and circumstances.

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