I am here for the long-term journey, supporting you through professional and personal life changes.
Business Owners
As a fellow small business owner, I understand the demands on your time and energy. I share the pride you have in the success your hard work, the assets you are creating and saving, and how much you care about key employees and family members.
When your business is your priority, financial planning considerations may not get timely attention. Whether you are a growing or an established business, we integrate corporate strategy with personal financial planning.
Have confidence in the clear financial plan we co-create so you can focus on what matters to you most.
I can coordinate directly with your accountant and lawyer for a holistic comprehensive professional support team.
Business succession goals are integrated into an aligned plan so you can enjoy an easy transition into life after work.
Small Business Retirement Plans: Increase your employee satisfaction by offering a Small Business Retirement Plan for your employees. We can assist you in selecting an option that is most ideal for your business and employees. We manage the Plan so you can focus on what you do best, grow your business:
- 401(k)
- SEP
- SIMPLE
High Net Worth Individuals
Agile, sophisticated, flexible strategies are necessary to create a strong financial foundation to carry you into your next chapter, or retirement.
I guide you to gather, manage, and preserve your assets with a financial plan aligned with your goals, values, risk tolerance, and current life situation.
We diligently manage that plan together, communicating and adjusting every step of the way as life happens in an effort to ensure you are progressing steadily and effectively toward your financial goals.
Retirees
You have worked hard and are ready to relax and enjoy life in a new way. Disciplined financial strategies are required to transition from a career income to living on your accumulated wealth.
Retirees may wonder: How much can I spend? Which accounts to draw from first? What happens if I live longer? What if the unexpected happens? As a high-touch financial advisor, I am here to reassure you and answer those questions as they arise. Together, I aim to ensure your financial plan addresses your concerns, giving you confidence so you can comfortably enjoy the life you have worked hard to build.
Families
You and your family work hard to accumulate assets over a lifetime. We help you manage these financial assets, in an effort to ensure they are there for you and your family when needed the most.
Whether it is supporting aging parents or planning for your children or grandchildren, we listen to clearly understand your family goals and help create financial structure that lasts for generations.
Gather, manage, preserve, and transfer wealth to your family in ways that align with your values:
- Life Insurance: My expertise helps you choose an appropriate life insurance policy to protect your family’s security and standard of living.
- Education Savings: I can help you establish and manage a 529 custodial account to fund the education your child deserves.
- Wills and Trusts: I guide you through preparing a plan needed for the next generation to inherit your legacy with ease with consideration for potential tax consequences.
- Legal Documents: I assist you in assessing whether certain legal documents, like General or Medical Power of Attorney, might be prudent for your family situation. I help you prepare and execute those documents for relevant family members to give your family protection and a sense of well-being.
