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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