Services
Retiring the 4% Rule
How to Retire Early
Comprehensive Planning for your uniquie goals
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