We a pleased to offer prospective clients a 


Free One-Hour Consultation



All consultations are in the strictest confidence and are provided with no obligation on  any party to enter a professional relationship.  During that consultation I can help you address a variety of questions including but not limited to:


      • Am I paying unnecessary taxes on my investment income?  (Voluntary taxes for the uninformed)

      • Are there investments that provide guarantees?

      • How can I reduce risk in my portfolio?

      • Is my Living Trust properly funded or is a Living Trust even right for me?

      • How much will I need to retire?

      • What steps do I need to take to Rollover my 401K or other retirement plan at a former employer.

      • How should my portfolio be allocated?

      • .... or any other financial issues you may have of concern.