Why Use This Tool?

        
           Investment Selection and Management;  Retirement Planning; 
             Estate Planning;  Planning With Trusts;    Tax   Returns
              
                    

              
               Comprehensive planning or  planning for  specific goal

                Tax  implications  of  financial  decisions

                Caring  for    Aging   Parents

 Authored  financial  planning  articles  for  American  Airlines,
 American Way Magazine.
The   National Underwriter Magazine;  
Woman's  Journal;
Christian Science Monitor;
MORE Magazine;    
Wilmington News Journal; 
and  financial industry publications.

Served  as Director of the Financial Planning Association
 Philadelphia Tri-State Chapter.
 

Served as  Chairman, Public Awareness Committee.

Chairman, Study  Groups.