Services


I offer access to many financial services and products. They include:

Constructing a Financial Model

A financial model is a detailed picture of your assets, liabilities and income. When we insert your financial goals into the model, it reveals the opportunities and challenges that you will face over the next few years. The model also serves as an excellent tool for determining an optimal tax strategy.

Retirement Plans

If you are confused by the array of your retirement savings plans - IRAs, 401(k)s, defined pension plans, etc., - I can provide an integrated picture of your investments and possibly suggest ways to simplify your retirement investments.

Estate Planning Strategies*

Should all my assets be in my name or my spouse's name? Should I set up a trust?* I can model various plans so you can see the impact of various choices.

Educational Funding

With the high cost of education today, planning is essential, whether it is for your children or for your grandchildren.

Investment Management

Let me help you understand your Risk Tolerance Profile and determine how well your current investments fit that profile. I will manage your investments to help work towards your goals and risk profile.

Other Financial Needs

You may want a second opinion on a venture investment or need help planning for a change in income or residence or need advice about a particular business opportunity - whenever you need comprehensive, objective financial advice, give me a call.

*Salem Five Investment Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.