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 childrens
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 and
net worth determination.
