Products and services. Aligned with your priorities.
Banking. Insurance. Investments.
I offer a range of solutions tailored to meet the unique needs and values of my clients.
Budgeting and Debt Managements:
I assist clients in creating personalized budgeting plans and implementing strategies to save for short-term and long-term financial goals. I help clients develop strategies to manage and reduce debt responsibly, providing guidance on debt consolidation, repayment plans, and avoiding excessive debt burdens.
Insurance:
I help clients assess their insurance needs and find policies that provide financial protection for their loved ones in the event of unexpected circumstances.
Investments:
I work with clients who seek to align their investments with their values, offering access to socially responsible investment options and screening out investments that conflict with their personal principles.
I help clients develop personalized retirement plans, including strategies for retirement savings, asset allocation, and income distribution during retirement years.
I assist clients in planning for their children's education expenses by recommending tax-advantaged savings accounts, such as 529 plans, and investment strategies to fund future education costs.
Overall, my goal as a financial professional is to provide holistic financial solutions, ethical considerations, and prudent financial management practices to help my clients achieve their financial goals.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
