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Welcome

I provide comprehensive financial solutions for individuals, family offices and small institutions. These solutions include: asset allocation, estate planning, retirement planning, and liability management. It is my belief that accountability and understanding is at the core of every successful investment plan. My goal is to help you create a plan that incorporates these elements and enables you to meet your financial goals.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

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"History cautions that people experiencing long periods of relative stability are prone to excess." —Alan Greenspan (February 16, 2005)

Latest Insights

Driving toward the horizon

The importance of focusing on time horizon

Mar 14, 2024 | Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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