I offer a broad range of financial planning and investment advisory services, including:
Current portfolio review and analysis
Investment recommendations for taxable and retirement accounts
Asset allocation recommendations, including alternative investments
Cash flow and budget analysis
Regular review of investment statements
Investment strategy for inheritance or other large sums
Review and selection of investment managers
Retirement planning, including retirement readiness and distribution strategy
Social Security optimization strategies
College education planning
Home purchase/sale and mortgage financing analysis
Review of real estate and other private investment opportunities
Life insurance and annuities review
Tax planning strategy for investments
Maximizing company stock options and benefits
Most services are offered on an hourly basis – please contact me for a full discussion of my fees, estimated time involved in rendering services, and other questions.