Products & Services

How I Work

My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.

Retirement Check-Up

Specifically designed for 401(k)/403(b) participants who are looking for advice. Provides clients with ontrack status for retirement, recommendations for which investments to use, guidance on selecting amount to save and whether to use Roth or Traditional option

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HSA Manager

Helps clients to take advantage of the triple tax break that is unique to HSA’s. Provides clients with education on what they will likely spend on healthcare in retirement and how the HSA provides a unique opportunity to save for those expenses. Focuses on 3 key buckets – Spending, Pre-retirement and Post-retirement

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IRA Manager

Value added program that provides increasing levels of service and deliverables as assets grow. Uses a variety of investment management approaches to achieve retirement goals

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For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you. |  814-360-3295