Fee-only charges • I do not sell any products • I charge a moderate hourly fee
Services include:
- Retirement plan budgets through age 95
- Retirement plan strategies: when to take Social Security, how much to spend of other income sources for low taxes & preservation of funds
- Budgeting: in mid-career years, planning to pay off debts
- Real estate advice: feasibility of home purchase and advisibility of home selling, house upgrades, or real estate investments
- Investment planning and review:
- I specialize in explaining investment basics (savings accounts vs. mutual funds, stock investments and annuities)
- I help clients review an existing portfolio for safety and diversification
- I help clients identify investment needs, such as starting a 401K for a self-employed person, or consolidating past 401Ks and IRAs
- Tax preparation for individuals (not companies)
- Review of a client's overall financial situation
My office is in my home in West LA, and is casual. I offer weekday, weeknight, and Saturday appointments. I am open year-round. References are available upon request.
