Wealth management is much more than investing… We offer custom evaluation of your unique financial situation and provide personalized insight to help you make prudent investment decisions in order to realize your goals. We offer comprehensive income strategies that aim to maximize cash flow for individuals needing to maximize their income.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, a home purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
We take a collaborative approach towards financial planning & investment management... there is no set it and forget it in the ever-changing investment realm. Is in life , your financial well-being is a work in progress.
Most prospective clients we meet with are concerned that their assets will last their lifetime. A financial plan can help to put things in perspective for you. We offer comprehensive income strategies that aim to maximize cash flow for individuals needing to maximize their income. We are well versed in the intricacies of bond markets, including high-yield, corporate, Treasury & municipal bonds. We are experts in preferred stocks, master limited partnerships (MLP), real estate investment trusts (REIT) , business development corporations (BDC), structured products, and the myrid of annuity and insurance options available to investors.
Nobody enjoys paying taxes! We offer general advice on strategies and techniques designed to minimize your overall tax burden in conjunction with the design of your investment portfolio. We have experience and are able to offer well thought out advice on individual, company and government retirement savings vehicles.