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My Services

Advice-Based Comprehensive Financial Planning

I’m sure you’ve heard this term before…but what does it mean? Basically, it’s like “going up in a helicopter” so we take a look at all of the facets of your financial life. Here’s a breakdown of what we’ll work on together:

Retirement Planning

Investment Management Planning

Social Security Benefits Strategies

Estate and Legacy Planning

Identify Tax Strategies

Seminars On Call- eBooks

Ongoing Check-In

Of course, you can always contact me with any concerns or if you experience any changes that might alter your financial situation. We will also meet several times a year to go over where you are so you’re comfortable. The question we’re going to keep answering is, “Am I okay?” That way, you keep moving forward each year, knowing you have a solid plan in place.  

For more information about my firm and the services I offer, send me a quick email or call the office. I welcome the opportunity to speak with you.  |  (925)-659-0267