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Our Services

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

My services include:

  • Retirement Plan Design and Implementation
  • Retirement Income Planning - Which Assets First?
  • Investment Planning - Capital Gains vs. Ordinary Income: Which Is Right For Me?
  • Estate Planning - Where Will My Assets Go?
  • Tax Strategies - Have I Done All I Can?
  • Small Business Strategies - Who Buys My Business When I Retire?
  • Risk Management - What If?
  • Gifting Strategies - What Organizations Will My Estate Suport?

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or email. I can help you make sense of today's investment climate.