TOPICS: Comprehensive Financial Planner and Financial Planning Consultant services including path to home ownership, planning for newborn, insurance needs, employee stock options, investment allocation, retirement planning, managing cash flow, college funding, quick start plan, hourly planning, wealth management, stock option analysis, planning for young professionals, yearly tax preparation and planning, tax representation with tax agencies, estate taxation, creating 5 and 10 year plans as well as preserving personal wealth.