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Areas
of Focus
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Fee
based financial planning and
consulting services.
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Risk
management.
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Group
benefits.
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401
(k), 403 (b), SIMPLE IRA plans and
individual retirement accounts.
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ERISA
404(c) compliance meetings.
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Portfolio Holding Analysis.
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Investment
Policy Statements.
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Long term care, group
and individual health, life and
disability insurance.
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Tax,
retirement and estate planning.
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529
education plans.
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Fixed
and variable annuities.
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Dental , vision and voluntary
group benefits.
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Employee
seminars.
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Socially
Responsible Investing. Helping interested
clients link their financial goals with their
personal and social core values and goals. This is
often referred to as stewardship investing or
socially responsible investing and planning.
Client-Centered Planning. Providing
information about investments and planning
opportunities so that clients can make informed
choices. Many of my clients appreciate the
educational aspects of my services. I am committed
to the mission of helping clients achieve their
financial planning and stewardship objectives
while delivering a high level of client service.
Small Business Expertise. Expertise
regarding the various retirement plans and other
programs that strengthen small businesses and make
them attractive to employees.
Planning. Tax planning, retirement planning
and estate conservation.
Your
Initial Consultation.
Your financial needs and personal goals are the
first things we discuss in your initial
consultation. You describe your present and future
goals, your feelings about risk and return, and
your social concerns. Your questions about the
depth and scope of our services are answered.
Then, if you’d like to proceed, we will discuss
recommendations on strategies. All fees are fully
disclosed before we begin.
Your Choice of Services
The services can be readily separated into four
categories. Many of our clients work with us for a
fee, based on an annual percentage of assets
managed. However, we also consult on an hourly
basis. Occasionally, a commission-based product
may be appropriate, as well as life, health,
disability or long-term care insurance.
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Now serving the greater
Coachella
Valley
with a satellite office in Palm Springs, CA
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Contact
Us | About Us
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