Financial Advisor For You

  Services

Services range from evaluating your financial position to helping with specific financial questions.

Full evaluation includes:

1. Review and analysis: The process begins with an honest conversation - about your goals, concerns and priorities. We follow that with a thorough analysis of all information you furnish including your income information, insurance coverage, investments, income tax information, retirement plans, and estate planning information.

2. Development of a written plan: We propose a written analysis of your current financial strengths, weaknesses, opportunities, and threats. This plan includes preliminary recommendations to address your objectives.

3. Implementation: Advice on how to implement the strategies that have been agreed upon. Availability is provided on an ongoing basis, by telephone or in person, to answer questions, to assist you or your other advisors to take necessary actions, and to make recommendations regarding these matters.

4. Other services include advice on how to:

• Minimize taxes
• Select mutual funds
• Minimize insurance costs
• Improve your credit score
• Maximize monthly cash flow
• Reduce debt costs (e.g., mortgages, car loans, student loans, credit card balances)
• And many others

Limitations: These services do not, and are not intended to, include investment management services, legal documents drafting, or provision of legal advice.