Broker Check


What exactly can we do for you?

“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information.  What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”                                - Benjamin Graham, The Intelligent Investor (1949)

We begin the financial planning process by understanding our clients' unique circumstances.  We then identify and prioritize our clients' financial goals, analyze our clients' current course of action and potential alternative courses of action.  Only then can I develop recommendations for presentation, evaluation and implementation.  Lastly, progress is reviewed and monitored ongoingly.  As a CERTIFIED FINANCIAL PLANNER™ professional, I understand that financial planning is a comprehensive, dynamic process.   Allow us to help you plan for and navigate your financial journey.      

Financial Planning

Collaborative Meetings

Goal Prioritization

Cash Flow Analysis


Net Worth Determination

Financial Plan Design

Asset Allocation

Retirement Planning

Investment Planning

Education Planning

Tax Deduction Planning


Risk Assessment

Portfolio Review

Performance Reporting

Advisory Services

Brokerage Services

Stocks, Bonds & Mutual Funds

Money Market Funds

Index Funds

Exchange Traded Funds (ETFs)

Traditional/Roth IRAs



401(k) Plan Review

403(b) Plan Review

457 Plan Review

Pension Plan Review

Profit Sharing Plan Review


Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Indexed Universal Life Insurance

Variable Universal Life Insurance

Life Insurance Review

Long-Term-Care Insurance

Fixed Annuities

Fixed Indexed Annuities

Variable Annuities

Estate Plan Fundamentals

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (714) 987-4031