Business Owners
Employer retirement plans can be a expensive and a nuisance to many business owners. We design plans that benefit the owner as well as the employees.
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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
Physicians & Healthcare
Many Doctors spend years in school and therefore can start late in accumulating investment and retirement assets. We can accelerate your financial success.
Also: Executives
Major Milestones I Specialize In
Career Changes or Job Loss
A job change brings big financial questions. We can help you sort it out step by step.
Early Retirement or Financial Independence
Maximize you savings and investment plans now. Maximize all of your options including Social Security. Plan your income sources and minimize taxes. Don't delay.
Retirement Planning
Maximize you savings and investment plans now. Maximize all of your options including Social Security. Plan your income sources and minimize taxes. Don't delay.
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 partner in an independent investment firm. Independence allows us to work in the best interests of our clients. As fiduciaries, our clients receive unbiased recommendations and impartial guidance based directly on their needs and goals. We help our clients interpret the financial media's deluge of information and bring clarity to each client's financial plan. Successful accumulation and preservation of wealth requires efficient tax management; we help clients minimize taxes by utilizing leading edge retirement plan designs and other tax advantaged strategies. Contrary to many investment managers, we don't believe in rebalancing to a pre-set asset allocation model. As tactical investment managers, we position assets to best advantage based on current and expected market conditions.
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.