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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.
Retirees or Seniors
Money habits are hard to change so pay more attention to discretionary spending, earmark reserves for emergencies; this will aid in making more thoughtful spending decisions. Prepare operational and discretionary budgets for up to 3 years, this will help in tax planning from retirement accounts.
Also: Pre-Retiree, Women & Female Leaders
Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance
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
We take a holistic approach to wealth management, taking into account the client’s personal and financial goals, risk tolerance, and overall financial situation. Our wealth managers work closely with their clients to create customized financial plans and investment strategies that span from passive to tactical/active to help them achieve their financial objectives. Our team of highly competent advisors and service staff provide ongoing support and advice to help clients stay on track and make informed financial decisions.
Advisory Services offered through Concurrent Investment Advisors, LLC (“Concurrent”) an SEC Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies. Your privacy and security are very important to us. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession and notify the sender. We remind our clients and others not to send Concurrent private information over email. Please note Concurrent does not accept trading or money movement instructions via email. We may leverage AI enabled tools to improve efficiency and insight, with final decisions made by our professionals.
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.
Compensation Methods
Commission and Fee
Commission and fee applies if a CFP® professional and any related party receives or is entitled to receive both commissions and fees for providing professional activities; the CFP® professional must disclose compensation as "Commission and Fee."
Household Income Minimum
$0
Investable Asset Minimum
$500,000