Financial Services
My services are offered on an as-needed basis, so you have the flexibility to engage me on a one-time basis, or to maintain an ongoing relationship. There are no mandatory long-term contracts or commitments. I work for you to obtain maximum results for the period you choose. Receive a free estimation on your income tax filing, by calling or filling out the form and submitting to us. It’s that easy! Many of the fees for our investment products are paid by the companies I do business with. There are no up-front costs to you. Wills, trusts, or tax preparation are priced by time and complexity and will be presented to you prior to work done for approval.
Although I believe strongly in the value of comprehensive financial planning, I don’t require you to pay for services you don’t want. I will happily provide as much or as little help as you would like… whether its help planning for retirement or paying for college, completing an overall financial checkup, or just providing a second opinion regarding your current investments. You choose the level of service that’s right for you. We start by gathering facts about your personal finances and financial objectives, and develop a plan that will meet your present and future income and tax preparation needs, and perhaps estate planning tax and probate issues. Depending on where you fall in life, everyone needs a start to a plan.
We also provide investment monitoring services. We work together to achieve investments which meets your objectives and risk tolerances that satisfy your boundaries, and I monitor the portfolio for you. We make sound judgment choices or changes in accordance to our economy.
We work with mutual funds, stocks, annuities, and any other products for investment purposes.
