Plan Ahead for Your Future

Financial planning is the compass that sets the course for your life. Through careful financial planning and guidance, you can help your clients achieve the dreams nearest to their hearts, such as sending their children to college, purchasing a home, planning for retirement, or pursuing a second career.

Many people believe that their financial well-being is linked solely to their ability to earn a high-income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It’s more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investments, funding a child’s education, planning for a comfortable retirement, or protecting your estate. I can help you develop a roadmap to work towards your goals and make wise decisions to help improve your financial situation.

Wealth management is about much more than gathering assets and managing investments. It may include any of the following:

Investment Services

Analysis of current investments and/or connecting clients with a variety of investments from stocks, bonds, managed accounts, mutual funds, alternative investments, real estate, and other domestic and international investments.

Asset Services

Working with experienced accountants and other professionals to evaluate purchases, management and sales of major assets such as houses, condos, planes, boats, cars and artwork.

Family and Small Business Services

Succession planning and assistance with business valuations, employee benefits, buy-sell agreements and insurance needs.

Tax Services

Assessing the tax implications of investments, estate planning, charitable giving and business plans.

Estate Planning

Working with experienced trust attorneys to set up trusts, insurance trust, foundations or other estate planning techniques to minimize estate tax liabilities.

Charitable Giving

Guidance in philanthropy in terms of maximizing giving opportunities and taxable events.

* LPL Financial Representatives offer access to trust services through the Private Trust Company N.A., an affiliate of LPL Financial

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