Month: October 2018

Home Energy Audit

A free service provided to members of this platform, along with those who are referred by someone on this platform. Providing the best approach to keeping more money in your pocket (and giving far less to SDG&E, SoCal Edison, PG&E,…
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Portfolio Management

We have several different investment approaches available from which I customize to some degree for each client based on their risk-profile, goals, and circumstances. Many clients prefer a managed allocation model approach wherein they can select, in conjunction with their…
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Financial Planning

Many of my client engagements begin with a financial plan, which lays out client goals along with a roadmap to and through retirement. We use MoneyGuidePro, which provides a statistical estimate of achieving client goals – e.g., 87% likelihood of…
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