Financial and Estate Planning

• Comprehensive Financial Planning

  A coordinated and thorough process of gathering facts, goals, and objectives relating to all the areas of one’s financial affairs including the design and implementation.

• Estate Planning and Wealth Preservation

  The strategy for assisting clients in the Accumulation, Conservation, and Transfer of assets over one’s life time.

• Retirement Planning

  A systematic financial approach in developing a vision for your life style and living requirements which includes financial needs, goals and objectives.

• Debt Reduction

  Our firm introduces clients to a systematic approach to reducing and/or eliminating debt through the use of existing cash flow

• Cash Management

  My firm will provide a process that optimizes your cash flow; build a liquidity fund, to effectively position your available cash and grow your net worth.

• Fixed & Equity Indexed Annuities

  An introduction to the positive value and impact of fixed and equity indexed annuities in your overall portfolio and as part of your comprehensive financial plan.