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.
1. We gather your data: financial questionnaire, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies
2. We establish goals: college funding, comfortable retirement, income needs, second home, travel
3. I analyze information: mutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis
4. I make recommendations: product solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies