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	"A goal without a plan is only a dream"

Do you need a financial planner?

      Will you outlive your retirement savings?
      Are you making enough return on investments?
      Do you have adequate insurance?
      How do mutual funds work?
      Are you taking too much or too little risk in your investments?
      Do you lack an estate plan?
      Do you have adequate savings for college education?
      Are there ways to reduce your income and investment taxes?

I can address all these issues with you and provide a comprehensive financial plan or a plan for your specific needs. My approach is to understand your goals and objectives, provide you with education on germane topics, and analyze data to develop alternatives for you to consider and implement.

I am a fee-based Certified Financial Planner. I do not sell products, but rather I charge very reasonable fees for my services. In this way, I can act in the best interest of my clients without a conflict of interest.

My clients are people of moderate means and the very wealthy. Via phone, fax and internet, I work with clients from New York, to Boston, to California and Florida.

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