Firm Focus

With 30 years of diligent service as a CPA and CFP(TM), I am committed to helping you pursue your long-term financial goals. As a professional in retirement planning, tax management strategies and estate conservation, I am particularly qualified to answer the questions you may have about your financial future, such as:

  • Have I accounted for Possible Complications that would prevent me from being able to Do Whatever I Want in retirement?

  • Am I Maxing out my 401(k) including Catch-up Contributions?

  • How does my 401(k) and Deferred Compensation fit into my Retirement Picture?

  • How can I help to Potentially Increase the Return on my investments while Reducing Risk?

  • Can I generate enough income to Maintain my Current Lifestyle?

  • Is Long-Term Care Insurance important?

  • How do I pass my Estate on with minimal expenses?

  • Is there a way to Control my Estate from the Grave? Do I want to try?

  • What Other Tax Issues should I consider when streamlining my income for retirement?

As an independent advisor, I am able to offer a multitude of financial products and services tailored to your individual needs. Call now to schedule your strategic consulation.