Understanding Your Needs Before Recommending A Plan

Faced with a complex array of financial products and services, managing money has become a difficult challenge in recent years. You may be looking for a balanced investment portfolio, growth or a plan that generates income. Perhaps minimizing income taxes, or estate or retirement planning are important to you. You may not even be certain what you need.

Regardless of your situation, I will conduct an in-depth review of your specific circumstances before making any recommendations or suggestions. My most important job is to listen – to understand you and your family’s needs, and to work with you to set out long-term objectives. We will define your tolerance for risk, and develop realistic investment expectations commensurate with your comfort level. My comprehensive approach to wealth management will help you achieve your goals and give you the confidence to make sound financial decisions. 

 

My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth. These include: successful executives looking to enhance the growth of their wealth, professionals requiring assistance with their personal assets and a trusted partner with shared clients, business owners who need help managing their personal and business assets, pre-retirees who want to make the most of retirement savings as they approach retirement, retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security, and well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.

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