Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family’s future.

Retirement Planning

Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire. Do you know how much you need for retirement?

Education Planning

You’ve worked hard to get where you are today. You may even be in the position where you can afford to help make saving for college education easier for your children, grandchildren, nephews, nieces or friends. What better way to create a long-lasting legacy than by contributing to higher education. I can help you make college your long-lasting legacy.

Professional Money Management

Today’s investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified advisors like me to assist them in creating a customized portfolio based on their individual needs.

Investment Management

Together, we can create an investment strategy that is designed just for you with your unique goals and needs in mind. I will build an investment plan that considers your investment goals, comfort level, expectations, and the effect of taxes on your portfolio. Because investment management is something that should be adjusted as your goals evolve and your portfolio changes, I will work with you on an ongoing basis to monitor your portfolio and rebalance it as needed.

Additional Services

Mutual Funds

Investment services are offered by Fohn Bendele through his affiliation with Avantax.