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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
Executives, Philanthropists, Retirees or Seniors
Major Milestones I Specialize In
Caregiving for Aging Relatives, Early Retirement or Financial Independence, Retirement Planning
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 individuals and families to thoughtfully use their personal and financial resources to identify and pursue meaningful goals. I specialize in managing the transition to retirement, charitable giving strategies, and longevity planning. My approach integrates comprehensive financial, tax, and longevity planning with disciplined investment management. For more than three decades, I have worked across the financial services industry in financial planning, banking, investments, and financial product development. I am a CERTIFIED FINANCIAL PLANNER® practitioner and teach Retirement Planning to CFP® candidates. I have also co-authored a book focused on longevity planning. I value the breadth of perspective these experiences have given me and enjoy applying that knowledge to help clients strengthen their financial lives.
Disclosures
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For a list of states in which I am/we are registered to do business, please visit KMF Advisors.
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.