Services

I serve individuals and businesses in areas of investment planning, including:

Life Event Services

Help you navigate new and unfamiliar phases of your life and understand how it may impact you financially.

Retirement Planning

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Managing assets before and during retirement.

Asset Allocation 

Proper positioning of your long-term investments can be one of the most important aspects of your future success.¹

Risk Management

Helping identify whether or not your investment goals warrant the current or future risk associated with your holdings.  I believe you should strive for an optimized and risk-appropriate portfolio.

Investment Planning 

Recommending suitable investment vehicles to help you reach your goals.

Tax Management² 

Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists. 

Estate Planning

Working with our estate-planning and trust specialists³ to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors. 

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Employee and Executive Benefits 

Helping your business attract and retain qualified employees through benefit packages.

¹Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

²Wachovia Securities does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

³Trust services are offered through Wachovia Bank, National Association, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wachovia Corporation.