Broker Check

925 Harvest Drive, Suite 170
Blue Bell, Pennsylvania 19422


Our Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

Financial planning and investment management *

  • Comprehensive financial planning
  • Portfolio management
  • Tax reduction strategies
  • Budgeting & cash flow analysis
  • Estate & trust planning
  • Retirement planning
    IRAs, Roth IRAs
    Self-employed retirement plans
    401(k) and 403(b) rollovers
  • Education planning
    Sec. 529 plans
    UTMA accounts
    Coverdell accountants
    Financial aid issues
  • Insurance planning
    Life insurance
    Long-term care insurance

Individual and business taxes

  • Multiple-year tax planning
  • Individual federal & state returns
  • Planning for stock options
  • Trust and estate returns
  • C & S corporation returns
  • Partnership & LLC returns
  • Electronic filing
  • Representation at all levels of IRS

Business consulting

  • Choice of business entity
  • Business startups
  • Business tax planning
  • Payroll reporting
  • Mercantile & sales tax issues
  • Succession planning
  • Accounting & bookkeeping