As a Certified Financial Planner™ practitioner, I provide a comprehensive goal-based strategy to address all aspects of your finances. Whether you are a small business or an individual, I can assist you in the following areas:

Retirement Planning (401k, IRA, ROTH, etc.)
Education Planning (529 plans, College funding, etc.)
Investment Planning (Custom portfolio design based on your risk tolerance and investment objective)
Risk Management (Life insurance, Disability insurance, Long-term care insurance, Buy/Sell Agreement Funding, )
Cash Flow Management (Budgeting, Savings, etc.)
Fee-based Financial Planning (Includes a comprehensive financial plan that covers all aspects of your finances)