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
Executives
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
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
As Director of Wealth Management at Liberty Wealth Advisors and a CERTIFIED FINANCIAL PLANNER™ professional, I bring over 36 years of experience working with business executives and corporate managers transitioning into retirement. My focus is on delivering tailored personal financial planning and tax-saving strategies to help clients achieve their financial goals. Drawing on expertise in financial planning, retirement planning, and investment strategies, I collaborate with clients to create solutions aligned with their long-term objectives. I am committed to empowering individuals through a disciplined and personalized approach to wealth management. At Liberty Wealth Advisors, I contribute to fostering client confidence by integrating cost-sensitive and tax-sensitive strategies into open architecture investment methodologies. Let's connect!
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.