Retirement Planning
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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.
Major Milestones I Specialize In
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
At Essex Capital Management, we understand that financial success is deeply personal and goes beyond numbers. As a fee-only advisor, we focus on building investment portfolios and financial plans designed to guide and empower you. We start by getting to know you—your dreams, concerns, and the things that matter most in your life. Our discovery meeting is an open conversation where we listen to your story, understand your financial situation, and work with you to map out a plan that aligns with your vision for the future. Taking care of yourself and your family is your priority, and it’s ours too. We believe in building long-term relationships based on trust and honest communication, so you always feel supported on your financial journey.
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.