My Services
Financial Planning
Can Be Comprehensive or A la Carte
Asset-Map
I will create an Asset-Map to help you take inventory of your brokerage accounts, IRAs, bank accounts, 401(k) plans, insurance policies, beneficiaries, and other financial documents.
Insurance Planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Retirement Planning
Retirement may seem a long way off, but it’s never too early to begin saving. I will create retirement projections to see if you are on track, help you select the investments in your retirement plan at work, and manage your IRAs.
Estate Planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
College Funding
College gets more expensive every year. I will help you plan, save, and invest for your children’s education using 529 plans.
Tax Planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Investment Management
Includes Comprehensive Financial Planning
Investment Management
My investment approach is straightforward: choose the appropriate asset allocation that matches your risk tolerance and goals, diversify broadly and globally with low-cost mutual funds and ETFs, and stay invested.
Insurance Planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Portfolio Review
If you are a "do it yourselfer" or are working with an adviser, consider utilizing MAR FP's vast portfolio analysis experience to review your portfolio to determine its overall asset allocation, market cap, diversification, geographic and sector weightings, stock concentrations, credit quality, and expenses. Let's take an X-Ray of your portfolio to make sure it's constructed according to your expectations, consistent with your risk tolerance, and optimized to meet your objectives. It isn't prudent to make recommendations without knowing what's really going on inside.
Estate Planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
College Funding
College gets more expensive every year. I will help you plan, save, and invest for your children’s education using 529 plans.
Tax Planning
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.