My office was established to provide ongoing professional advice to investors while helping them work toward their individual investment objectives. I am able to do this by offering truly unbiased, objective financial advice. Following is a list of most frequently used services we provide: Tax advantaged investing – to help reduce your tax liability and let more of your money work for you Retirement planning – to design an investment strategy to help you pursue all of your retirement goals Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustment as needed Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments Estate planning – for preservation of wealth from generation to generation