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Financial Planning & Legal Services

Financial Planning is more than having a Will, buying life insurance and putting away a few dollars towards retirement in the hope that things will turn out – it is a comprehensive strategy for achieving short and long-term goals as efficiently as possible with the least amount of risk. Many people have critical gaps in their plan or are needlessly paying extra taxes or interest expenses. Often, a few adjustments to your existing financial picture can both significantly improve your immediate financial picture and increase the odds of achieving your long-term financial goals.

I can help achieve your goals by reviewing your existing picture, providing a series of recommendations and assist you in take the right steps, whether you want issue-specific advice on a one-off basis or comprehensive ongoing support. When possible, I try to sell flat fee services, although more complex matters require hourly billing.

I do not sell investments or insurance, nor do I get any referral fees if you end up purchasing these products from someone I recommend. My goal is to provide impartial legal and financial advice and for my clients to know that I am always acting 100% in their best interests.

Read more about my services.

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