Our Services

Choose the services you need. Here are two options:

I. Full Service Financial Services:

- World Class Brokerage Services through Multi-Financial Securities Corporation, Member FINRA/SIPC.
- Insurance Products — I help you determine the coverage you need and shop around for the best coverage at the best price through over 40 insurance carriers.

II. Hourly Consulting:

- Receive the financial advice you need without having to buy any products or move your investments.
Only if you request this service, I bill hourly like an accountant or attorney would for advice.
- Let me do any number crunching you might need to help you accomplish your financial goals e.g. determine if you are better off financing a home for 15 or 30 years.
- Example: I can review your investments in your company retirement plan and make recommendations on which investments to utilize to help accomplish your goals.
- Example: Have life insurance policies reviewed. Many policies may be more expensive than they need be.

 

- The best way to accomplish a goal is to have a good plan. This service is where I review your financial situation and unique goals and create a custom financial plan to achieve them.
- You find out if you are on track for your financial goals and receive a list of steps you can take to get on track or improve your financial situation.
- I charge a flat advisory fee for this service depending on the complexity of your financial situation.