Financial Planning

I offer a broad range of financial planning services. Regardless of where you are in life or what your goals are, I can lay out a plan that will get you there.

In broad terms, a sound financial plan will address the following key elements:

  • Covering your essential needs, including living expenses, medical expenses and lifestyle basics.
  • Assuring your standard of living is maintained and headed in the direction you desire - including goals you have.
  • Mitigation of risk due to uncertainties that may lie ahead.
  • Leaving a legacy. For your family, your community, for the organizations or causes that are important to you.

When you work with me, you are not simply working with a planner who is following an institutional formula. You are working with a trusted partner who assures that your requirements and concerns are being addressed, and that a high-confidence, high-integrity plan is forged that will get you to the place you want to be, financially.

I spend a lot of time listening, before I make a single recommendation. Every client is unique and every client deserves planning and advice that matches them, exactly. I take this role seriously and strive for perfection in every engagement.

My process is tried and tested and designed to handle any complexity or combination of goals. For example:

  • Wealth management
  • Sound principal curating, and wealth building
  • Asset Protection
  • Investment strategies
  • Retirement planning
  • Planning for college costs
  • Planning for life events (weddings, bequests, trust formation, large purchases, etc.)
  • Partnering with your legal team for sound estate/trust/will planning
  • Any other financial goal you have - I can handle

Don't leave your financial future to chance -- contact me today to discuss your financial planning needs.

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