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Wealth Management

If you have any of these questions or concerns, you may benefit from a consultation:

  • Confusion about conflicting financial advice and options
  • Paying too much income tax
  • Not saving enough for retirement
  • Not sure where to invest money
  • Changes in life that affect your financial future, such as a career change, marriage, retirement, loss of a spouse, birth of a child, etc.
  • Not enough time to attend to personal financial affairs

I can help you manage the risk involved in making decisions that can undermine some of us, such as:

  • What kind of retirement plan do I need?
  • Am I paying too much in taxes?
  • How can I save money for retirement—tax free?
  • How much life insurance do I need?
  • How can I make sure my estate is left to family members, and does not get depleted by probate court and government taxes?
  • Can we afford college tuition for our children—and how do we save for this, knowing how much tuition is spiraling?