Services Offered

Teacher Writing a Formula on a Blackboard

Financial Education for All Ages

  • Budgeting, managing loans and investing

  • Tax Planning and Completion

  • Retirement Planning

  • Home Buying

  • Child Planning

  • Insurance

  • Financial Pitfalls

Personal Financial Statements

  • Balance Sheet

  • Profit/Loss Statement

  • Compilation of Investment Assets

  • Generalized Cash Flow

Financial Report
Stock Market Graph

Portfolio Review Calls

  • Single Name Exposure

  • Sector Overview

  • Expense Review (ETFs, Retirement Funds, Mutual Funds)

  • Age based recommendations and research

  • Market Capitalization Review

Miscellaneous

  • Creating and Analyzing a Budget

  • Consultation phone calls for retirement, taxes, large purchases and future legacy

  • Assistance in new financial ventures like starting a new job, new investment strategies and other large life events

  • Recommendations of and liaison with personal finance vendors (tax, real estate, financial planners, life insurance)

Workspace