About My Practice
Offer full range of services including investment analysis/selection, asset allocation models, tax preparation/planning, estate planning, retirement planning, insurance analysis/implementation - incorporated into one comprehensive program (asset minimum $250,000). Individual services offered without minimum assets with payment for services based on fee schedule.
Experience
I initially offered tax planning/preparation services for individuals and small businesses in 1977. Since then, and based on my clients demands and needs, my services have expanded to include investment advisory services, estate planning, retirement planning, insurance services (life, health, long term care, disability), eldercare services and life stage planning. We also offer a full range of accounting and bookkeeping services.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance: Maryland, Health/disability insurance: Maryland, Fixed annuities: Maryland, Variable annuities: Maryland
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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