As your Financial Planner, you have entrusted me to prepare you for retirement, preserve your wealth, generate additional income and minimize your taxes. The large number and variety of activities that I perform each day makes my job both rewarding and interesting. However, many of my clients don’t really understand what exactly it is I do for them, and more importantly what additional services I could be doing for them. When you have a few minutes to spare, please scan the list below and don’t hesitate to contact me if you feel one or more of these services would be valuable to you or if you would like to learn more.
Direct Services
Direct Services the following are services that I focus on, and am licensed to provide:
- Investment Recommendations
- Portfolio Construction
- Financial Planning
- Retirement Planning
- Debt Management & Planning
- Cash Flow & Spending Planning
- Estate Planning
- Life Insurance
Indirect Services
As a Financial Services professional that has been in the business for over 20 years, I be able to build a strong network of trusted contacts that provide services that I may not. My professional network includes the following services for you to capitalize on:
- Mortgages and Loans
- Employee Benefits
- Property and Casualty Insurance
- Real Estate Sales
- Will, Estate and Tax lawyers
- Personal, Business and Tax accountants
I hope that you are happy with the current services I provide you. If there is anything that may affect your financial situation and you need a referral or recommendation for, no matter how large or how small, please don’t hesitate to contact me.
