Business Owners
Clients tell us, "I have a lot of my net worth tied up in one company. I need a plan to keep my family safe and still have the opportunity to grow my wealth."
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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
We have been helping business owners and executives since 1986 and our team has more than 100 years of experience combined.
Retirees or Seniors
Let us help you plan for your second act. We believe the best is yet to come.
Major Milestones I Specialize In
Caregiving for Aging Relatives
Clients have told us, "We are making big decisions and appreciate the help of a professional.”
Retirement Planning
Over decades of helping our clients achieve their financial goals, we found three pillars of a happy retirement. These pillars are money, health and relationships.
Sudden Wealth or Inheritance
Establish a "decision free zone" and give yourself lots of time before making any meaningful money decisions.
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
Up to three meetings free of charge. For more information, visit: https://assetsandincome.com/about-us/our-process-our-promise/
Disclosures
Investment advisory services offered through A&I Wealth Management a dba of A&I Financial Services, LLC, a registered investment adviser. Securities provided through Gĕneos Wealth Management Inc., member FINRA, 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.