How I Do It

By working with an advisor who is always an advocate for the client – a fiduciary advisor – and only works for the client -- a fee-first advisor – you can be confident that the financial advice you get is focused on your best interests and is a good fit for your complete situation.

I can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management analysis

I can also answer your questions, including:

• Can I retire early?
• Are my investments working hard enough?
• What’s a good approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?
  

My experience and my broad network of experts brings a wealth of experience to bear on every family’s situation. I have helped many people just like you with similar issues and concerns. I can help you create an approach that addresses your individual situation.