Who we serve

Empty Nesters & Retirees

You took good care of your children and built your nest egg over time. Now is your time. We can help you enjoy the rewards of your life’s efforts.

Our Services

We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax services.

Comprehensive Financial Planning

Estate Planning, Retirement Income Planning, Pension Reviews, Social Security Optimization, Relocation Scenarios, Investment Analysis, Long-term care Needs Analysis

Investment Management

Investment Analysis, 401(K) Reviews, Asset Allocation, ROTH Conversions, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts, Set Goals & Priorities, Develop IPS

Tax Related Services

Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend Tax Planning Strategies,  Tax Preparation, Help with Tax Issue Resolutions

Here is how our process works

Fee-Only Pricing

We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.

Ready to take the next step?

Our initial consultation is always FREE. I am confident the meeting will give you an opportunity to learn more about what I offer, and how you could benefit from my services.

Fee-Only Financial Advisor

FINANCIAL WELLNESS - ONE STEP AT A TIME

 

Creating a sense of wellness in your financial life isn’t too different from steps you would take for wellness in other areas. It requires thoughtful planning, meticulous organization, a plan for action, and the discipline to carry it through.

 

In this FREE guide, we walk through seven steps to achieving financial wellness in your life.

 

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