GenX
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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
High Earning First Generation
Retirees or Seniors
Have a retirement income plan that gives you confidence in your spending, and review your tax planning every year.
Major Milestones I Specialize In
Retirement Planning
Build a retirement income prior to making major decisions and coordinate your spending, investments, and taxes together.
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 am a flat-fee, fee-only fiduciary, with a typical annual fee of approximately $11,800. I manage investments in-house, provide tax planning in-house, and coordinate the broader financial picture, including retirement income, Social Security, Medicare, insurance, and estate planning. As a CFP® professional, CFA® charterholder, and IRS Enrolled Agent, I bring deep expertise across financial planning, investments, and taxation. I work primarily with pre-retirees and retirees with $1 million or more in investable assets who want objective advice, minimal conflicts of interest, and one highly qualified adviser who understands the full picture. My role is to give clients confidence in what they can spend, where their retirement income will come from, how to manage taxes over time, and who to call when financial decisions come up. I do not sell insurance or investment products. Clients can expect an objective opinion and a trusted first point of contact throughout retirement.
Disclosures
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.