Financial Review & Validation

I provide thorough analysis of your current financial position - whether through focused hourly consultations or as part of a Comprehensive Retirement Plan. My evaluation focuses on aligning your investment approach with your goals and risk tolerance, while identifying potential opportunities and gaps in your strategy.

Conduct detailed analysis of your current investment strategies

To evaluate their effectiveness and alignment with your retirement goals, including review of fees, diversification, and performance relative to your objectives

Review your portfolio allocation across different asset classes

To match your risk tolerance and time horizon, while uncovering opportunities to enhance diversification and potential returns

Examine how your assets are distributed across different account types

(taxable, tax-deferred, and tax-free) to help optimize tax efficiency and long-term growth potential

Evaluate all your income sources

Including investments, pensions, Social Security, and other assets - to create a clear picture of your retirement resources

Perform comprehensive risk assessment

To build an investment strategy that balances your tolerance for market volatility with your long-term financial needs

Provide objective second opinions

On existing financial strategies or recommendations from other advisors, helping you make confident decisions about your financial future