My goal is to help families and business owners insure, invest, and manage wealth and understanding. I help my clients to discover financial myths and identify failed strategies, financial miscalculations, and help them get organized to achieve financial balance.
I work with a variety of clients. The major segments are individuals and families across different age groups, retirees, small-business owners, and employees. Typically they have a wide range of concerns: How much money will I need to retire? What’s the best way to pass money from one generation to another? What benefit solutions should I offer my employees? What level of contributions should I be making to a 401(k) or 403(b), or how should rollovers be constructed? How can I manage my overall finances in a tax-advantaged way? What do I need to consider in succession planning for my business? What are the best strategies for Social Security claiming, Medicare, and long-term care?
No matter what our clients’ financial goals and concerns are, our firm can deliver a wide range of financial services to address them. The bottom line is that, in this increasingly complex financial world, clients want the reassurance that they are addressing their overall financial needs in a smart and comprehensive fashion.
If you’re looking for an honest, experienced, independent, creative, personable, and caring financial advisor to help you and your family achieve your long-term financial goals, please contact me for a free consultation.