I have built my practice around the concept of total planning: accounting for all aspects of a client's financial situation. This includes planning for Pensions, Social Security, Qualified and Non-Qualified assets, Insurance, and Wealth Transfer. Regardless of your goals or situation, my objective is to position myself as dependable resource to help you achieve your version of success.
While focusing on retirement planning for employees of large public corporations, one fact has become clear; there is no cookie-cutter solution for everyone. My goal is to work with you and your family to create a plan that can help accomplish what is most important to you.
Feel free to reach out to schedule a time to meet with me and determine if I'm a good fit for you and your family. The first meeting will cover some basic topics such as:
- Our process
- Our investment philosophy and why we feel it's different.
- Compensation model
I hope you found this beneficial and are open to the opportunity of meeting with me to determine if we are a good fit for each other.
