Your Financial Planning
Starts with gathering your financial information into one place, to generate thoughts, questions, and opinions about your personal financial goals and situation.
You gather your data: financial questionnaire, tax forms, brokerage statements, retirement accounts statements, mutual fund, and annuity statements, insurance policies
You establish goals: college funding, comfortable retirement, income needs, second home, travel
I analyze information: mutual fund and ETF due-diligence, retirement planning, asset allocation, and risk tolerance analysis
I make recommendations: product solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies
I monitor and update: annual reviews, twice a year email updates, monthly brokerage statements, CIR statements online reporting of your accounts
If you're concerned about your financial future, let’s talk