- Tax Planning
- Tax ServicesOld Field Advisors can evaluate multi year tax management and risk reduction strategies for your concentrated or low cost basis assets and execute customized plans.
- Income Tax
- Investment Management
- Wealth Management
- Accounting Services
- Financial Planning
- Retirement Planning
- Asset ManagementArmed with my Economics degree from the University of Michigan and an MBA from Columbia, I worked as a corporate currency advisor and an investment banker in public finance; I sold asset allocation research to institutional investors and directed the investor relations programs for a couple of publicly traded companies.
- College Funding