Financial Consultant Group
My Services
I am pleased to offer clients access to an expansive suite of wealth solutions to serve all your financial needs. As your advisor, I am here to guide you in selecting from this wide array of products and services.
My services include, but are not limited to the following:
For Individuals & Families:
Retirement planning and investing
401(k) rollovers to IRAs
Fixed Income Solutions
Portfolio construction, asset allocation and portfolio management
Coordinate advanced planning with your other professionals (i.e., attorney, tax advisor, accountant)
Family Office Services
Ongoing Investment advice
Access to capital markets and investment banking availiable*
Comprehensive wealth management
Restricted stock transactions
Cashless exercise of stock options (ISO and NSO)
Retirement planning
Rule 10b-18 share repurchase program services
Contact me to schedule an appointment or learn more.
*Offered through a trusted third-party provider.