Our Services

Mine is a financial planning centric practice.  My fundamental belief is that without clear understanding of a client's goals and situation, I cannot recommend any course of action.  I help clients clarify their goals and manage tradeoffs.

 

I help clients with:

 

  • Financial Planning
  • Investments and investment management supporting a wide range of strategies and approaches
  • Integrating Personal and Business Financial Goals
  • Investing for Social Goals (such  as fossil free investing)
  • Portfolio Management with Tax Sensitvity
  • Retirement Strategies 
  • Estate Planning
  • Insurance and annuities

 

 

06/17