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About Us
I have provided comprehensive financial planning services for over 20 years. I am responsive, accessible and adept at resolving issues. I take the initiative in interacting with my clients, pro-actively making suggestions to reduce liabilities. In December a letter went out to clients suggesting pre-payment of property and state taxes, in order to receive a full deduction on the 2017 Federal tax return. The deduction is limited to $10,000 for 2018. This is the kind of attention you will receive if we work together.
Services Offered
Tax Planning and Preparation, Investment Positioning Under a Fiduciary Standard of Care, Sophisticated Retirement Planning featuring Social Security Optimization and Roth Conversion Computation, Navigation of Medicare Maze, Cash Flow Analysis, Saving for College, Risk Management through Insurance
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