.jpeg)
Are You Approaching Retirement?
I help Business Owners & Pre-Retirees transition from the working years to the retirement years.
You’re spending years building — your career, your business, your relationships. Now, the question becomes:
How can my retirement plan support the lifestyle I want to live?
That’s where I come in — to help you design a plan that brings structure to your success and peace of mind to your future.
A plan built to help you live your best life in retirement.
Schedule an introductory meeting to see how I can help.
What You Can Expect
-
👉Dedicated CFP® & Thought Partner
-
👉Personalized strategies covering your Retirement & Business Needs
-
👉Flexible partner who doesn't need to manage your money to help.
Your One-Stop Shop
You’ve done a lot right already. Now, you need an upgrade to streamline and optimize with a partner that does it all—business planning, financial planning, tax, estate and investments. Relax, we got this.
Serving clients locally and nationawide.
What happens if you don’t have a solid Financial plan?
👉Feel anxious about your retirement finances.
👉Face uncertainties during economic downturns.
👉Overpay in unnecessary taxes.
👉Leave your future to luck instead of planning.
👉Experience regret over missed opportunities.
👉Risk losing wealth during a business sale.
👉Make costly mistakes that cannot be undone.
👉Struggle to replace your work income.
Here to Help You Address Those Hard Questions
With my expertise, you’ll feel empowered to make informed decisions.
10+ Years of Expertise
Required to act in client's best interest.
Certified Financial Planner
The gold-standard certification in financial planning.
The Financial Journey feels less stressful with a trusted guide watching over your shoulder.
3 Simple Steps to Sharpen Your Strategy
Take control of your wealth with confidence.
1. Get Your Financial Health Checkup
2. Set Your Financial Goals
3. Make Your Financial Game Plan
-
Provide Basic Financial Data
-
Set goals for financial security, family harmony, career advancement, asset protection, early retirement, or all of the above.
-
Make your game plan with your current financial status with assets, liabilities, cash flow, insurance coverage, and tax strategies.
Fee-Only & Fiduciary If you have spoken to a financial advisor before there is a strong chance that you have spoken with a Stockbroker and/or insurance representative who receives a hefty commission check for a product they are selling. The fees of commission-based agents and brokers are tied to specific products and transactions. This model misses completely much of what clients need. Although even commission-based agents can serve their clients in unique ways, product commissions seem a backhanded way to acquire comprehensive wealth management.
Fiduciary
No Commissions. No Surrender Fees. Unlike much of the Financial Industry, I do not sell commissioned products. No Surrender Fees Ever.
Transparency
Independently Owned Because I am not tied to any large Bank, Brokerage, Insurance Company I do not answer to anyone but you.