Services & Process

Receive advanced industry advice from an Ex VP of Goldman Sachs.  I specialize in personal financial advice for families and entrepreneurs, regardless of income or net worth.  Whether its regarding investments or nuances of economics and markets, we will be here with insight to offer.

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Navigating the financial world alone can be difficult but having an advisor of high integrity and credibility to provide ongoing advice can help maximize your opportunity for success and preservation of wealth.

Our firm seeks to help establish goals for retirement and the most effective path to achieving them.  There are many variables and complexities to retirement, which means taking time to understand key details most important to your vision.  Goals such as saving the correct amount and how long your assets will last are only some of the important takeaways during our reviews.  We also help small business owners understand and choose effective retirement plans for themselves and their associates to help achieve retirement.

Utilizing Charles Schwab as a custodian, clients will get to enjoy a customized web-portal to access and view their accounts.  Statements, performance, and tax documents can be accessible through the site.  Accounts will be directly traded by AnalyticEdge Finance as the Investment Adviser listed for the account and we will submit trades as outlined in our accepted proposals or Investment Policy Statements.  The stress of determining what to trade, or when to trade will be a thing of the past.

All accounts and assets should be properly titled for beneficiaries.  Furthermore, personal use assets such as cars, homes, and other personal property can require a different process and possibly expert legal advice from attorneys, we'll be there to guide and orchestrate on things to consider.

As a risk-manager, I will work with all clients to understand their aversions and tolerances across many investments and strategies.  Together we will hone in on investments that deliver safety, income, and many other benefits.  Policies structured correctly can protect existing assets or preserve a lifestyle in the event of a disaster.  Insurance is not a simple product, nor is it a solution for every client.  There are many components to structure an annuity or life-insurance policy and where insurability is a requirement to protect your lifestyle, then we have solutions to offer through Transamerica and other similar providers.

Establishing the right account and contributing is the first step, but there are several more to take.  Several components of your financial life may impact the ability to receive student aid for certain school loans.  We are here to help ask more questions and make certain there are no surprises when students seek higher education.

Give your cash extra diligence.  Changes in cash flow can have big impacts on the duration a portfolio will last.  Our role is to help ensure less time is spent looking at your balance, and more time is spent focusing on the life ahead of you.

Simple changes or performing the necessary transactions can help lower your tax bill, which allows more wealth on your balance sheet.  Using different planning strategies, we can optimize your investments to reduce the amount of impact to your tax bill.

Where the opportunity to give is needed, we can help open an account and setup the ability to donate on your time.  This service provides clients with a Schwab Charitable account and continued management over assets to provide ongoing donations.