Specialties
Financial planning, retirement planning, and investment management including: * Investment objectives and risk tolerance analysis * Spending and budgeting * Cash flow and savings * Estate planning * Advanced tax planning strategies * Educational planning * Eldercare planning * Pre-marital planning * Post-divorce planning * Charitable giving * Social Security * Pensions * IRAs * 401k plans * Mutual funds * Annuities * Stock options * Individual stocks/bonds * Options trading * Real estate investment trusts (REITs) * Insurance * Business acquisition/start-up * Social impact investing * Employee compensation and executive benefits packages