Our clients come from a diverse background of industries and lives. They do all have one thing in common though, they want to simplify their financial lives. Here are a few examples of how we help:



Closely-held businesses: We understand the complexities of non-family partnerships and multi-generational family ownership. We will develop planning that addresses exit strategies, implementing qualified and/or non-qualified plans, group benefits and buy/sell agreements.



Professional practices: We understand taking the big leap to be independent and opening/maintaining your own practice. We will develop a plan to pay down your existing debts, reduce your taxable income, establish profit share/pension plan and help you reach financial independence.



Affluent Clients: We understand you’ve reached a point in your life where not losing money may be more important than making more money. We will develop a plan that focuses on portfolio analysis, wealth preservation, estate transfer and charitable/gifting strategies.



Pre-Retirees & Retirees: We understand you are at a point in your life were there are a lot of timely decisions that need to be made. We will develop a plan that focuses on not out living your money, potential inheritance from parents, long term care and required minimum distribution strategies.



Wealth Accumulators: We understand individuals and/or families that are highly compensated, but don’t necessarily have a lot to show for it. We will develop a plan that addresses getting the maximum benefits of your company’s 401k plan, risk management, systematic investing and funding for future college expenses.



Sudden Money: We understand how receiving sudden lump sums of money due to divorce, death, settlements or inheritance can cause stress, guilt, depression and often hasty decisions. We will develop a plan to address the big picture issues, avoid making uninformed choices, coordinating the paperwork & new advisors that come into play and help bring financial order to the chaos.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck