When working with clients, I focus on two phases of investing, accumulation and distribution. I work closely with them to develop strategies that maximize the accumulation phase with an appropriate level of risk and, as they approach the distribution phase, strategies designed to distribute those in an efficient manner. Whether the goal is financing a child's college education, providing income during retirement, or passing along a legacy, I have strategies to help achieve these goals.
financial planning, portfolio management, stocks and bonds, life and long-term care insurance, mutual funds