Jeff offers comprehensive financial planning with the goal of helping you make the most of your financial future. His strength is in analysis and he takes the time necessary to develop a plan that matches your goals while understanding your tolerance for risk. His services include, but are not limited to the following:
- Retirement and Estate planning
- Education Savings
- Life Insurance
- 401(k) plans
- Long-Term Care Insurance
Jeff partners with various others professionals to offer tax management, estate planning and risk management advice in order to offer a more complete portfolio analysis. His independent status as a financial advisor results in more options for his clients to utilize in order to reach their goals.