High Earning First Generation
Turn your income into lasting wealth with a plan that balances your goals, fun, family responsibilities, taxes, and future independence.
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My Approach
I help individuals and couples approaching or enjoying retirement coordinate investments, retirement income, Roth conversions, and estate planning—with particular attention to the tax impact of substantial retirement savings.
The Clients I Serve
Pre-Retiree
Before retiring, map how your savings will fund your lifestyle, including taxes, healthcare, and unexpected expenses.
Retirees or Seniors
Plan how to turn your savings into retirement income, accounting for taxes, market changes, and unexpected expenses.
Also: Black Americans, Business Owners, Executives, Government & Military, Physicians & Healthcare, Teachers & Educators, What to do with Big IRAs, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Death in the Family, Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance
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
We start with what matters to you, review your financial picture, and compare scenarios for taxes, income, growth, and protection. You can expect clear explanations, time for questions, and a plan we revisit as life changes.
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.