Professional Money Management

I offer personalized investment management services designed to help you align your portfolio with your financial goals. This begins with a thorough assessment of your risk tolerance through detailed planning and a risk profile worksheet. Together, we’ll build a diversified portfolio using strategic asset allocation principles informed by Modern Portfolio Theory—a widely respected framework in the investment community. I’ll regularly monitor and adjust your portfolio to help keep it aligned with your objectives. Please note that all investments involve risk, including the potential loss of principal, and there is no guarantee that any strategy will be successful.

Retirement Planning

As you look ahead to retirement, understanding your potential income sources and financial needs is essential. Our goal is to help you explore strategies that align with your goals, risk tolerance, and time horizon—so you can make informed decisions about your financial future.

Life Insurance Strategies

We offer personalized guidance to help you identify the life insurance solutions that best fit your needs—whether you're considering term or permanent coverage. Our services include:

• Assessment of your current life insurance needs
• Recommendations on policy types that align with your financial goals
• Review of existing policies to help maximize benefits and identify opportunities to reduce costs

Long Term Care Planning

Strategic planning to manage the rising costs of elder care while protecting your assets. Guidance on evaluating your need for long-term care insurance and support in selecting the coverage that best fits your situation.

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