I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.
AREAS OF FOCUS:
Small Business & 401(k) Planning
Retirement Planning
Investment Planning
Asset Allocation
General Financial Planning
Protection and Insurance
Saving for Education
Women's Financial Strategies
Domestic Partner Planning
SPECIAL FOR SEBA MEMBERs or south end residents
FOR INDIVIDUALS:
Complimentary:
Financial Consultation
Asset Allocation Overview
Investment Portfolio review
Insurance Needs analysis
Retirement Needs analysis
FOR BUSINESS:
Complimentary:
Workplace Seminar - 2011 Market outlook
401(k) Review - including available investment selection optimization and appropriateness of plan structure (i.e. - Safe Harbor, Profit Sharing, ESOP, etc.)
