SERVICES
Thoughtful service and tailored strategies,
with your needs at the center.
Who We Serve
We offer financial guidance for every place where your money and your life intersect.
Families & Individuals
From goal planning and wealth management to estate planning and wealth transfer, you can turn to us for comprehensive support and leading-edge resources. My access to technology, research and specialized knowledge helps me nimbly adapt to your needs and objectives.
Small Business Owners
As an entrepreneur, you have so much to plan for: your business, your family and your retirement. And it’s easy to get caught up in daily tasks and neglect your personal finances. That’s where I come in. I can help create a custom financial plan that is designed to address all your objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate strategies, I can be your guide.
Healthcare Professionals
As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others. I understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform and reduced insurance payouts. I understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.
Pre-Retirees
For true financial well-being, you should feel confident in where you are and sure of how well you’ve planned for the future. I can help you get there. Through customized wealth management and financial planning, I partner with you to plan for the next chapter in your life.
Retirees
After decades of work, you’ve made it to a well-deserved stretch of freedom called retirement. Now the question is how to make your money last through this new phase of life. As your financial guide, I’ll help you figure out a withdrawal strategy that fits your situation and helps you pursue meaningful goals.
Have additional questions?
We’re here to help. Let’s talk.