Financial consulting and advice by the hour!
No Product Sales • No Commissions • No Asset-Based Fees.
Financial Decisions • Personal Spending Plans • Cash Management • Debt Reduction
Asset Protection • Probate Avoidance • Estate Tax Reduction/Minimization • Charitable Giving
• Building a Retirement Nest egg • Generating Retirement Income • Stock Options
Can I retire? How soon can I retire? Will my money last for my lifetime?
Asset Allocation • Portfolio Planning • No-Load, Index & Exchange-Traded Funds Custom Stock & Bond Portfolios • Use of Discount Brokerage Firms (i.e., Schwab, Fidelity, TD Ameritrade, Vanguard, etc.)
Couples using Mediation • Individuals using Litigation • Court Testimony Property Settlements • Equitable Distribution • Child Support • Alimony • Retirement Plans • Separate Property • Asset Division • Pension Valuations
Click here to download the New Client Profile including fees and privacy policy.