Business Owners
Numbers don't lie! It's far better to be small and profitable than to be large and broke. Bigger isn't necessarily better.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
GenX
Set clear boundaries: Protect your own future by not sacrificing your retirement security to fund your children's lifestyles or education.
Women & Female Leaders
Treat your total compensation packages like an enterprise contract. Negotiate ruthlessly for equity grants, signing bonuses, and exec benefits.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Let's make sure you have protections in place so that a health crisis won't dismantle your best laid plans.
End of Life and Legacy Planning
Let's simplify this process as best as possible and establish TOD and POD designations directly on every bank and brokerage account.
Retirement Planning
Let's run a strategic analysis to coordinate your portfolio withdrawals against delaying SS to 70 to maximize your guaranteed income.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I work with singles and couples at all stages of retirement planning from accumulation to utilization. When work stops or becomes part-time a retirement income plan addresses how to replace a paycheck with stable sources of income to meet expenses, expected or unexpected. By coordinating the marriage of social security and Medicare with pensions, retirement and investment assets, annuities, life insurance, real estate and business assets we can create a retirement income plan that will provide you with peace of mind, clarity and confidence that your money will last your lifetime.
Disclosures
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voy Financial Advisors, Inc. (member SIPC).
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.