Investment consulting
Financial planning
Professional information

  • When can I afford to retire?
  • How much should we invest and how?
  • How can we save on our income taxes?
  • How should I choose among the benefit programs offered by my employer?
  • When should I begin to take my Social Security retirement benefits?
  • How much should we have available for emergencies or unplanned events?
  • What should we plan on saving for our children's college expenses and how?
  • Should we consider purchasing a house or rent?
  • How much should I save each year?
  • Should I contribute to a 401k, IRA, Roth IRA or other retirement account?
  • How much life insurance should I own and what type?
  • Should we consider purchasing Long-Term Care Insurance?
  • What estate planning documents do we need?