Client Offerings

I will work with risk management professionals who can recommend insurance solutions to help protect your assets, provide income replacement if needed and develop strategies for transferring assets in a tax efficient manner.

Whether you are near retirement or already retired, I’ll tailor your portfolio to generate income, maximize Social Security and create tax-efficient withdrawal strategies. I can also help small-business owners evaluate defined contribution plans to meet employees’ needs.

I believe it’s important to provide you with enough education so that you fully understand the investment recommendations I am making. Ultimately the choice is yours—I’m here to provide options. Those options also including tax-advantaged strategies for funding a child’s education.

Once you’re retired, I’ll work with you on a tax-efficient withdrawal strategy from your retirement accounts with the goal of generating steady income while also managing expenses during retirement.

Working alongside a team of investment professionals, we’ll construct a portfolio for you that meets both your short-term liquidity and growth and income needs. The goal is to create a diversified portfolio across asset classes to help minimize risk.*

Taking a holistic view of both your personal and business finances, I will work with a team of professionals experienced in business valuation, forensic accounting, buy-sell agreements and succession planning should you need those services.

I will review key estate planning documents such as your will and trusts to find potential gaps and opportunities to ensure your assets are protected and distributed according to your wishes. I can recommend an estate planning attorney if needed for drafting or modifying documents.