financial adviser


I offer a broad range of financial planning and investment advisory services, including:

  • Current portfolio review and analysis

  • Investment recommendations for taxable and retirement accounts

  • Asset allocation recommendations, including alternative investments

  • Cash flow and budget analysis

  • Regular review of investment statements

  • Investment strategy for inheritance or other large sums

  • Review and selection of investment managers

  • Retirement planning, including retirement readiness and distribution strategy

  • Social Security optimization strategies

  • College education planning

  • Home purchase/sale and mortgage financing analysis

  • Review of real estate and other private investment opportunities

  • Life insurance and annuities review

  • Tax planning strategy for investments

  • Maximizing company stock options and benefits

Most services are offered on an hourly basis – please contact me for a full discussion of my fees, estimated time involved in rendering services, and other questions.