Craig helps clients in the selection and management of investment and insurance products through a comprehensive financial planning process.
Services including but not limited to:
Working closely with you to develop a realistic plan that helps achieve your vision of the future.
Utilizing a disciplined investment approach to pursue investment results within the risk levels at which you are comfortable.
Working closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered.
Help increase benefits through your employer such as group insurance, stock option plans, retirement plans, restricted stock and stock purchase plans.
Making sure you are insured appropriately to cover any unforeseen circumstances that may come up.