Tax Services

• ProActive Tax Planning
• Innovative Tax Reduction Strategies
• Second Opinion on your taxes
• Pay less tax in retirement
• Tax Preparation

Independent Financial Advice

• Registered Investment Advisor
• Chief Financial Officer/Quarterback of your financial life
• IRA and 401(k) Advice and management
• Stress Test your Portfolio
• Second Opinion on your investments
• Create Retirement Income – transition form accumulation to distribution
• Create Your “Personal Pension Plan”
• Select and monitor money managers
• Retirement Planning
• Crisis Medicaid Planning
• Long Term Care
• Tax Advantaged Investing
• Life Insurance

Now that you know some of the services I provide, click on this link to see Case Studies on how my services might benefit your specific situation.