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While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. As I explained recently to one client, "It's sort of basic, George – we just travel with you through life." "I see," he said, "and you have all the routes and timetables." I couldn't have said it better myself, and I didn't think of it on my own. That's why we like to have articulate clients with whom we have on-going dialogues. They tell us what we should be doing. We all benefit from the interaction. It's a grand collaboration.

Once we have established your goals, we will customize appropriate strategies to suit your vision and objectives. I can then help you execute and monitor a sound financial program, utilizing the following products and services:

  • third-party managers, separately managed accounts
  • tax planning
  • cash-flow strategies, retirement planning
  • pension and benefits consulting
  • estate conservation
  • financial planning, life planning, advisory services
  • disability planning
  • insurance brokerage services for life, health, and annuity products
  • investment brokerage services for stocks, bonds, mutual funds, and alternative investments