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Financial Planning

I am a Board Certified Financial Planner.

I have taken the extra step to demonstrate my professionalism through voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

Financial Planning requires a considerable amount of time, making it difficult to do during the tax preparation season (February through mid April). Now is an excellent time to plan for your future financial success.

Financial Planning (Fee Only*)

• Income protection needs and solutions – estate needs analysis for Term Life and Long Term Care Insurance.
• Education planning for children’s future education needs.
• Retirement needs analysis and solutions to include IRA and SEP contributions:
If you have started or are interested in starting investing for retirement, these are excellent ways to both save for retirement and realize the tax saving benefits these contributions allow.

The traditional individual retirement account (IRA) is for the individual. The Simplified Employee Pension (SEP-IRA) is for the self-employed.
• Financial position analysis – net worth determination.