Financial Services
Services
Comprehensive Planning for All Professionals
I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. I focus on money management, as well as other issues that are critical to your financial well being.
Personal Finance

An Introduction To Budgeting
Life Cycle Planning
Selling Your Home
The Time Value Of Money
Year End Financial Strategy
Your Personal Financial Statements
Estate Preservation & Financial Strategy

Introduction to Personal Finance
Introduction to Retirement Planning
Charitable Remainder Trusts
Introduction to Estate Preservation
Annuity Basics
A Will That Meets Your Needs
Gift Giving Strategies
Use Of Living Trusts
Life, Health & Disability Insurance

Life Insurance Basics
Introduction to Health Insurance
Permanent Life Insurance
Implementing A Cafeteria Plan
Introduction to Disability Insurance
Disability Statistics
Long-Term Care Insurance

Introduction to Long-Term Care Insurance
Understanding Long Term Care Insurance
Small Business

Choosing A Business Continuation Plan
Loss Of A Key Employee
Managing Your Assets
Implementing A Cafeteria Plan