As an independent financial advisor, I specialize in working with individuals who are approaching retirement age or are already retired and are in need of comprehensive solutions to help reduce risk and to help produce retirement income. I accomplish this through a comprehensive financial planning process that addresses the following areas.
· Asset Management and Rebalancing
· Retirement Plan Distributions
· Portfolio Income Generation
· Tax Reduction Strategies
· Estate Planning and Wealth Transfer
· Elder Care
Once I clearly understand my client’s goals, objectives, risk tolerance and timeframe, I implement strategies to help them reach their goals safely and efficiently. Every six months I conduct a comprehensive account review and each year we update their financial plan to monitor their progress towards their goals.
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.
