Investments

• 100% Fiduciary responsibility
  
• Portfolio review
  
• Risk Assessment
  
• ​Investment Allocation
  
• Help with 401(k) investment choices
  
• Alternative investments
  
• ​Investment management​​​
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Affordable hourly fees or 

​% assets under management

Taxes

• Expert Federal and State Tax Preparation and e-filing

  • Individual 1040

  • Estate 1041

  • Fiduciary 1041

• Tax Planning

• RSU and Options analysis
  

• Tax Representation

  • IRS

  • ​FTB
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Affordable fees   

Sorry, I am currently not accepting new Financial Planning clients

Services

Financial Planning

• Retirement planning
  
• Household budgeting
  
• College funding
  
  • Financial Aid
    
  • 529 savings accounts
• Home purchase analyses
  
• Roth conversions
• Estate planning
  
• Life insurance needs analysis and strategies
  
• Mortgage refinances
  
• ​and many more situations ...
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Affordable hourly fees