I develop strategies for my individual and corporate clients that meet their unique needs. I strive to provide investment and risk management consulting services in partnership with the investor, working together to construct the very best strategy for their circumstances.
My clients have a broad array of life experiences: divorce, new marriages, death's, starting a business, selling a business, saving and planning for retirement, entering retirement, saving for college, saving for major purchases, etc.
I utilize many different financial vehicles to accomplish my clients goals: Qualified and Non-Qualified investment accounts, insurance, annuities, alternative investments. Every decision is based upon a financial plan created for each individual client.
My continued success depends on my ability to build strong and long-lasting relationships with my clients. The strong relationships I have with my individual and corporate clients is directly correlated with my ability to deliver high end investment and wealth management services, as well as my dedication to providing top tier client services, education and communications.
Specialties: Investment, Risk and Wealth Management Strategies, Financial Planning
So you aren't fretting at tax time, maybe it will make sense over the next 9 days to put together an effective year tax management strategy to keep as much of your hard earned dollars as possible in your wallet. Every CPA or accountant seems to have a slightly different slant on the tax code, but here are your smart money moves tips that may be able to help you increase your bottom line. Remember to talk with a qualified CPA or Financial Advisor before you decide to implement.
A look at what factors, we, and the world's financial analysts, are watching. While it would be impossible to cover everything, we will try to touch on the most relevant factors.