Financial Planning and Investment Management

Financial Planning &
Investment Management

Financial Planning

Financial Planning

creating the life you envision!

Investment Management

Investment Management

LGBTQ Financial Planning

Serving the LGBTQ community

I know you’re busy. The last thing you want to do with your free time is deal with your finances. So let me help you.

I worked on Wall Street for ten years. I learned an investing discipline and I understand market behaviors. But I’m done with that scene and I want to bring my experience to you.

All we have to do is talk. We’ll keep it real, simple and transparent.  I will help you make the most of your money. Let me be your financial advisor.

So what do you say, are you ready to take the next step?

Financial Planning

  • Plan for the life you envision
  • Create an actionable plan
  • Protect your financial position
  • Optimize your current situation

Investment Management

  • Tailored to your individual goals
  • Control the “controllables”
  • Manage “bad” investment behaviors
  • Make your money grow over time

LGBT Specialty

  • Sensitive to your situation
  • Plan for different family structures
  • Ensure loved ones are protected
  • Know financial impacts of marriage
Disclaimer: All investing involves risk, including the loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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