As a Certified Financial Planner™ practitioner, I provide a comprehensive goal-based strategy to address all aspects of your finances. Whether you are a small business or an individual, I can assist you in the following areas:
- Retirement Planning (401k, IRA, ROTH, etc.)
- Education Planning (529 plans, College funding, etc.)
- Investment Planning (Custom portfolio design based on your risk tolerance and investment objective)
- Risk Management (Life insurance, Disability insurance, Long-Term Care insurance, Buy/Sell Agreement Funding)
- Cash Flow Management (Budgeting, Savings, etc.)
- Fee-based Financial Planning (Includes a comprehensive financial plan that covers all aspect of your finances)