Our customized financial program is a step-by-step process that helps you arrive at decisions in which you have confidence and commitment. We have a special program for women in transition through divorce or widowhood. Once your goals have been established, we then help you to implement a sound financial plan using the following tools:
- Professional investment management
- Retirement strategies including maximizing Social Security benefits
- Tax management
- Concentrated stock analysis and planning
- Estate planning & conservation
- Insurance products
- College Funding
- Coordination with other advisors as needed
- Ongoing updates to your plan as your life and circumstances change
