My years of experience in the financial industry give me the knowledge to ask the right questions and to listen to my client. There is no “one size fits all”.
Your financial plan is personal to you. I do what is best for each individual person and family.
ask and
listen
Donations
financial planning & wealth management
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Retirement Income Planning
Social Security Maximization
PERA / Pension Planning
Tax Efficient Strategies
Death Benefit Planning
Manage
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Investment Management
Asset Strategy
IRA/401(k) Management
Tax Efficient Non-Qualified and
Trust Management
Annuities
Managed Accounts
Mutual Funds
Stocks
ROTH Conversions
Steward
Estate Distribution Management
Asset Titling
Beneficiary Designations
Long Term Care Planning
Life Insurance
Charitable Giving
IRA/RMD Qualified Charitable
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