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My Approach
I work with many types of clients including executives and business owners. This includes clients who are in their prime earning years, preparing for retirement or already retired. As a former engineer, I am happy to work with clients who want to take a deep dive and I like nothing better than educating my clients and being educated by them.
The Clients I Serve
Business Owners, Executives, GenX, Pre-Retiree, Retirees or Seniors, Single Parent, Working in Retirement
Major Milestones I Specialize In
Death in the Family, Funding Education, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
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 clients in ways they want to be worked with. I am happy to just work on financial planning for a fee or help clients with both financial planning and investments. While I do not specialize in one type of client, I do have a lot of business owners as clients. Business owners have some opportunities that people who just rely on a salary do not have, but they also have some special challenges. I can help with college planning, retirement planning, or recovery after a divorce or death in your immediate family. I have a personal interest in philanthropy and love helping clients fulfill their philanthropic goals. Note: I am listed as commission and fee for compensation because I have a life insurance license. I can act as a life-insurance broker for my clients, but typically only sell policies that financial planning has uncovered a need for. Clients are free to work with a different agent if they desire.
Disclosures
My company is an independent Registered Investment Advisor and I do not work with a broker dealer. If I manage your portfolio, it is in an account at a 3rd party custodian. I work with SEI and Betterment as custodians but can work with other companies. I also work with non-commissioned variable annuities.
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.