Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. I take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Asset Management

You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage your financial assets using a prudent and conscientious approach.
 

Financial Plans

Clients who do not seek continuous financial guidance may prefer one-time services or instructions tailored to various scenarios. These services can assist clients in managing debt, acquiring a home, saving for college, or conducting periodic reviews as required.

Summit Up

2024 could be remembered for many things in which the world will be changed economically and politically. It seems to me the market’s fortitude in the face of all of the obstacles and adversity is the main story.

  • We saw Israel invade Gaza last year, and the ramifications that will have geopolitically are still unraveling, but are sure to affect the world market.
  • The ongoing price gouging and inflation that started to really be seen during lockdown has now continued on an upward trajectory, with more than 60% of Americans living paycheck to paycheck according to a LendingClub report.
  • With this being an election year (and a rematch of sorts from 2020), it will definitely be an interesting year economically that I would be honored to help you navigate.

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