Areas of Focus


Investment planning

Most planning for the future requires investing your hard earned money so it can work for you and help you achieve your goals.  Understanding what your money is invested in and how you should invest are paramount to your success.  Also, nearly every aspect of planning involves investments in some form, increasing it's importance.  It doesn't take much to get started, either.

college planning

As parents, we want our kids to have the best chance at a bright future.  For some that means college.  529 plans are by far the most popular vehicle to save for college and have considerable tax advantages.  Contact me today to find out more.

retirement planning

Most of us would like to retire one day, and each of us has a different view of what that will look like.  I can help you look at your savings and other sources of income and help you determine if you are on the right path to reach your goals.

estate planning

The inevitable will happen someday to us all, and knowing where your money will go is very important.  Planning for this can be tough but doing so brings peace of mind.  Usually, it's as simple as making sure you have the right beneficiaries named.  Sometimes, though, it can be more complicated.  I can help you make sense of it and ensure your money goes where you want it to go.


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