services we offer

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

Create

Retirement Income Planning
Social Security Maximization
PERA / Pension Planning
Tax Efficient Strategies
Death Benefit Planning

Manage

Retirement Distribution

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 Donations

For where your treasure is, there your heart will be also.

– Matthew 6:21 –