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Financial Planning

An ongoing process to help individuals make sensible decisions about money that can help you pursue your goals in life.

Education Financial Planning

Let me guide you through the process of planning for education expenses for yourself and/or your children and loved ones. Education financial planning includes understanding all educational investments vehicles.

Estate Planning

Estate planning is a process that requires long-term thought and attention. It should never be done last minute. I can help to reduce taxes and other expenses.

Tax Efficiency

In simple terms, tax efficiency helps individuals keep more of their assets. The strategic and informed process of minimizing tax liability when considering many different financial decisions and investment vehicles.

Investments

If you want to build wealth, starting an investment portfolio will set you on the right track. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, I can facilitate the process of investing capital towards building wealth, whether it be through stocks, bonds, mutual funds and the multitude of other investment opportunities.

Disclaimer: There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Insurance Planning

Insurance planning is an important element in any sound financial plan. Different types of insurance can help protect you and your loved ones against the cost of unforeseen incidents like long-term care, disability and death.

Disclaimer: This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. This piece is intended to assist in educating you about insurance generally and not to provide personal service.

Retirement Planning

At some point in everyone’s life, retirement should move up to the top of a person’s financial goals. Retirement planning includes all the steps needed to seek financial security in all aspects of life, after work ends.