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My Approach
I specialize in helping my clients make the shift from accumulating assets while they are employed to using their portfolio to provide income in a cost-effective, tax-efficient, and risk appropriate manner in retirement. I’m able to provide institutional level resources, cost efficiencies, and access to investments that a retail investor wouldn’t be able to get on their own through my partnership with Focus Financial Partners, a national support firm for independent Registered Investment Advisors. I also provide robust and tailored ongoing financial planning services to my clients, including tax planning.
The Clients I Serve
Business Owners, Executives, Pre-Retiree, Retirees or Seniors, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Retirement Planning, 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
I specialize in helping pre-retirees and retirees make the transition from earning a paycheck to using their assets to generate a paycheck in a risk appropriate and tax-efficient manner. I manage my clients’ portfolios in addition to providing comprehensive financial planning, which includes working with my clients to determine what is most important to them. My clients have at least $1 million in assets that I manage for them, which enables me to make sure that they will be able to reach their financial goals successfully. I provide much more robust financial planning services than the typical financial advisor. I am a solo, independent advisor which enables me to work closely with my clients. I partner with Focus Financial Partners, which is a large national firm providing institutional level services to my firm such as trading, operations, and advanced financial planning support. The partnership enables me to provide the customized support associated with small firms, complemented with the deep resources that have historically come with size. I'm a fee-only, fiduciary advisor. My fee structure is based on a percentage of assets that I manage, and it is lower than most advisors' fees, therefore I provide a great deal of value for my fee. For more information on my firm and how it’s different from other advisors, please visit my website at: https://accessfinancialplanning.com/faq/
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.