Investment Services
While the services listed of financial planners may look somewhat alike on the surface, the actual service a client receives can vary greatly. And personalized service is where I strive to add value to my clients. My goal is to establish long-term personal relationships with my clients in which trust is developed. And through that trust a commitment is made of working together to accomplish the financial goals that you as a client desire.
My clients include both businesses and individuals with services under the following categories:
Investment Planning:
- Establishing financial goals and objectives
- Determining an investment budget
- Evaluating investment strategies
- Determining which investment vehicles are appropriate
Retirement Planning:
- Determine how much you will need to retire comfortably and at what age
- Prioritizing retirement plan contribution options
- How to invest and manage retirement assets
- Evaluating distribution options upon retirement
- Planning for mandatory distributions
College Planning:
- Projecting college costs and determining how much to save
- Comparison of registration options
- Evaluating various funding vehicles
- Reviewing taxation issues of investment choices
Estate Planning:
- Minimizing federal estate and gift taxes
- Transferring of assets to heirs
- Employing techniques in order to avoid administrative expenses and delays on assets being transferred
- Charitable giving while protecting heirs’ inheritances