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Financial Planning

My initial involvement with clients typically begins with a comprehensive Portfolio Analysis. This intensive review allows us to gain a complete understanding of your overall financial picture.

With this understanding I can then tailor my recommendations to help you address your personal goals and objectives.

The Portfolio Analysis also provides us with the necessary information to prepare insightful, long-term projections that can be used to develop detailed retirement plans, thorough estate plans, and well thought-out funding plans for additional goals.