As a parent of a child with a developmental disability, I understand the financial complications that can arise when planning for your family's current and future financial security.  Families such as ours have unique concerns and needs that require additional financial knowledge.  It is for this reason that I have focused my business practice on working with families of children with disabilities to help meet their individual needs for a secure financial future for ALL members of the family. 

I focus on:

• Estate Planning Strategies: Special Needs Trust & estate ownership transfers
• Education and Retirement Planning
• Personalized Professional Money Management
• Individual Stock/Bond Portfolio Management

Ever ask yourself... Will I run out of money during retirement? Will I achieve the lifestyle I have in mind? Can I afford to send my children to private colleges? What should I expect to pay? What would happen if I became disabled? Who will care for me if I cannot take care of myself when I am elderly? Am I taking on too much investment risk? Or not enough? How can I gain better control over the transfer of my assets to my heirs?

A financial plan can be your road map to achieving your financial goals. It can help you clearly see where you are now and where you want to be, and offer an action plan to suggest how to get there. Throughout the journey, your financial plan can give you a sense of clarity about your finances and your financial future. If you have questions about your financial situation, a financial plan can be an important tool to help you find the answers.

Includes

Several one-on-one meetings to:

• Organize your financial information
• Identify & prioritize your financial needs & goals
• Understand your investment risk tolerance
• Analyze your financial situation in view of your goals & time frame
• Develop a personalized action plan