I work with a variety of clientele. Here is a generalized listing of types:
- Married with children
- Single or couples, ages 25 to retirement age
- Company retirement programs
My Areas of Advice and Services:
- General Financial Planning and Investments
- Retirement Planning Strategies
- Domestic Partner Planning
- Protection Planning
- Estate Planning Strategies
- Family Planning/Family Changes
- Education Planning
- Asset Management
- Asset Allocation
Advanced Planning Areas:
- Advanced Retirement Programs: Defined contribution and defined benefit plans
- Divorce Financial Analysis
