Whether you are at the beginning or the end of your working life, planning for your financial future is more important than ever! I have built my reputation on offering personalized services in all areas of financial consulting to meet the changing needs of individuals, families and small businesses. Services: Retirement/Income Planning: Development of goals and creation of customized financial plan including proper balance and diversification of your investments, whether currently retired or working toward that goal. Asset/Estate Protection: Assistance with tax savings measures and estate issues to help avoid costly mistakes to your beneficiaries. Tax Issues: Analysis of current investments regarding potential (and hidden) tax benefits. Existing Portfolio Reviews