I help clients with:
- Financial Planning
- Tax-Efficient Investing
- Tax Planning
- Estate Planning
- Insurance (Life, Health, Disability, P&C) Planning
- Investment Consulting
- College Savings
- Social Security Planning
- Retirement Savings and Spend-Down Planning
- Charitable Gifting
- Strategies
- Wealth Protection Planning
- Family Wealth Transfer Strategies
- Small Business Retirement Plans
For services I don’t do in-house, I coordinate with other experts within our network, or work with your existing providers.
All your assets are controlled by you and held in your name by our independent custodian, Schwab Institutional or Fidelity Institutional. I receive no compensation from them. You can check your portfolio 24/7 on their website. I will have limited power of attorney to execute transactions on your behalf.