Our Services


Professional Money Management

I provide investment management services which includes an assessment of your risk tolerance through in depth planning and the completion of a detailed risk profile worksheet. I will assist you in designing a portfolio that matches your objectives using strategic asset allocation utilizing techniques of the modern portfolio theory which previously won a nobel prize in economics. I will monitor and re-balance your portfolio so that your investments pursue your planned objectives.

Retirement Planning

Helping you address your future needs for retirement income.  Planning related to your retirement cash flow, risk assessment, asset allocations, pension plans, 401-k rollovers, annuities and possible solutions to consider.

Life Insurance Strategies

Reviewing your needs for life insurance. Planning related to the appropriate types of policies that will meet your needs. We can assist you with either permanent or term life insurance products.  Review of existing policies you already have, looking for ways to maximize your benefits and/or to reduce costs whenever possible.

Long Term Care Planning

Planning related to proper methods in handling the high costs of elder care and helping your preserve your assets.  Addressing your need for long term care insurance and assistance in selecting the appropriate coverage. 

Estate & Income Tax Planning

We have extensive experience in helping high net worth clients formulate a plan related to their estate and Income tax obligations.  We can assist you in minimizing your tax burden through proper planning.  We can also assist you in formulating a estate plan that considers the issues that are important to you and meets your objectives in the most efficient manner.

Tax Management Services

QuickBooks Accounting Help and Assistance

IRS Representation

Entity Selection and Restructuring

Business Planning

Sales Tax Services

Employee Benefits, Pension, and Profit-Sharing Plans

Accounting Services

Estate and Trust Planning and Tax Preparation

Cash Flow and Budgeting Analysis

Debt and Finance Advising and Assistance

Buy/Lease Analysis