Working closely with the specialists at creative financial centre®, I am pleased to offer you the following financial planning services:

Cash (Asset) Management

Prepare, and follow, a budget; use credit wisely.

Estate Planning

Leave the desired legacy while minimizing attorney fees and taxes.

Income Tax Strategies

Stay on top of your tax obligations to maximize how much of what you acquire you actually get to keep.

Investment Planning

Establish how much risk you're willing to take to achieve your goals, consider the time available, and evaluate the investments available to achieve the results you desire.

Risk Management (Insurance)

Identify the risks that might interfere with your financial plan, and take steps to manage the risks through various types of insurance - property & causulty, Life, Health, Accident (Disability), and Long Term Care.

Accumulations Goals

Plan and save for lifestyle expenses such as owning a house, buying a car or boat, starting a business, or paying for education.

Retirement Planning

Get ready for retirement by making a realistic assessment of what you'll need when you're no longer working, and consider the special issues you might face before and during your retirement.

Business Services

Financial plan, tax preparation, and bookkeeping.

Contact me today to make an appointment.