I have extensive experience helping clients achieve their unique financial objectives. My clients have a wide range of needs. I help them prioritize their goals and develop a strategy that best fits their financial objectives.
These goals will often include consideration of the following
· Return objectives
· Income objectives
· Preservation of capital
· Time horizon
· Tolerance for risk
· Tax considerations
Here are some of the services I offer to my clients
NO COST Financial and Risk Assessment
Conduct regular informational seminars
Help clients to establish trusts where appropriate
Work with attorneys to establish legal work when needed and manage the trusts once they are established
Help veterans who served during war time to obtain VA pension benefits
Assessing portfolios of clients and future clients and advising them of a strategy to help meet their life and financial goals
I look forward to meeting and learning more about your goals in order to determine a strategy to provide you the best chance to meet your financial goals.