What I provide as your Financial Advisor

A Written Personal Financial Plan

  • Outline Lifestyle Goals and Financial Objectives
  • Financial Growth Profile Analysis
  • Income Replacement Needs Analysis
  • Investment Portfolio Statements
  • Retirement Projections and Cash Flow Analysis

Advanced Wealth Management

  • Comprehensive Professional Analysis and Reports
  • Portfolio Expectations Reviews
  • Asset Class Diversification Strategies
  • Ongoing Rebalancing of your overall portfolio
  • Tax Optimization through all of your Assante accounts
  • Customized Portfolio Development based on risk tolerance

Tax Planning, Risk Management and Estate Preparation

  • Tax Minimization Strategies
  • Will, Power of Attorney and Personal Directive Review
  • Insurance Life, Disability, Critical Illness & Long Term Care
  • Stress free transition of assets to and from your portfolio  

Client - Advisor Communications 

  • Minimum 1 full review meeting per year
  • Annual Review of written Financial Plan
  • Ongoing Information on emerging trends
  • I am always available to fully address your concerns
  • Phone and e-mail contacts during times of uncertainty

I work with your other professionals such as your accountant and lawyer to optimize your plan, when required