What We Do
There are many financial products in the market, and so choosing the ones that best work toward meeting an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family is financially protected. Business owners might want to consider products and services that seek to reward hard-working employees, no matter the company’s size and focus.
Products and services include:
- Mutual funds
- Certificates of Deposit
- U.S.Treasuries Securities
- Group retirement plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you pursue your goals.