Investment Advice and Management

Making decisions to invest money in the right instruments is a full time job. Knowing how markets react in various economic environments takes time to understand. I do extensive global and economic research before making decisions that can keep clients on the path of building savings and helping them grow their nest eggs for their future needs.

I am a boutique financial services firm. Not only do I do my own research, I can answer questions about many of the ongoing situations around the world that can impact how investors behave. My approach to working with you is multi-faceted. I start with the basics and continue on the path that fits your life. Some of the topics I cover are:

• Finding out what is most important to you when it comes to your money and working with a financial professional
• Investments and strategy
• Income needs analysis and planning
• Retirement accounts and employer plans
• Non-retirement accounts
• Social Security and pension options
• Stock option planning
• Calculating how much to save year over year
• What impacts taxes have on stock purchasing and selling behavior; knowing your tax bracket every year
• Future generation financial planning and distribution of wealth options… and more

Every person, every family is unique. We have many concerns and aspirations in life.

When it comes to your money, it’s important to have the right person looking out for all your financial concerns.

                                     managing money and keeping you on track is more crucial than ever.

The assets that I invest for my clients are also entirely transparent and liquid. Clients are able to access their accounts online at Fidelity.com.

As an IAR (Independent Advisor Representative), I have no conflicts of interest in regards to third parties and I always act in your best interest. Your investment accounts are held at one custodian, keeping everything clear and simple.