Business Owners
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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
Philanthropists
Women & Female Leaders
Major Milestones I Specialize In
Early Retirement or Financial Independence
End of Life and Legacy Planning
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 am a CERTIFIED FINANCIAL PLANNER and CERTIFIED PRIVATE WEALTH ADVISOR in the Dallas area. My specialty is working with business owners who need individual financial planning and the extensive planning necessary to address every need of their business including executive fringe benefits, business continuation and succession and employee benefit programs. Integrated into each client’s planning are the themes of wealth accumulation, tax efficiency, asset preservation and wealth transfer strategies. I also help clients limit their liability and their tax burden across various business entities, through careful and customized asset protection strategies. Specialties: Asset protection, wealth accumulation, tax efficiency strategies, family office, qualified plan design, coordination of total financial picture to gain efficiencies.
Disclosures
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC d/b/a Wealth Partners Alliance are not affiliated companies. Brokerage Services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors d/b/a Wealth Partners Alliance are not affiliated companies.
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.