You’re entertaining some friends at your house and everyone is having a marvelous time. Suddenly you hear a crash in the kitchen and you race to investigate. You find one of your friends laying flat on her back, unconscious.
Financial objective identification and evaluation, budgeting and cash flow management, retirement planning and projections, stock option analysis, college funding and financing, life insurance analysis and estate planning strategies.
Portfolio analysis, asset allocation, investment policy development, security selection, investment implementation, portfolio rebalancing, performance reporting, portfolio monitoring, and company retirement plan establishment and implementation.
Income tax planning and projections, tax minimization strategies, and income tax preparation.