Serving Individuals, Professionals, and Pre-Retiree’s
Individuals & Professionals
I work with individuals in all stages of life, from the early days of their career to the years leading up and into retirement. Working closely with my clients, my goal is to develop strategies that address the number of questions they may have, such as:
- When can I retire?
- Is my portfolio diversified?
- Can I afford to send my child to college?
- How do I effectively manage my assets?
- How do I get started with an estate plan?
- How can I leave a legacy for my loved ones?
- What’s the risk in my investment portfolio?
- How can I maximize my Social Security benefits?
- What should I do with my old 401(k), 403(b), or 457 plan?
- How can I make charitable contributions in a tax efficient way?
- How can I create a steady stream of income that lasts through retirement?
15 years or less to retirement and their adult children
Over time, I have developed a niche of pre-retiree clients who are ready to focus on themselves and make sure they are well prepared for retirement but aren’t sure where to start.
In time, they are excited to introduce me to their adult children because they know that getting an early start with a trusted financial planner can make a crucial difference in their lifetime. Some firms require a minimum amount of investable assets. I don’t believe in that philosophy and welcome the chance to serve the next generation, especially those of clients with whom I have long standing relationships, regardless of account size. I believe it is more impactful to help the next generation reach those asset levels by creating a savings and investing plan.
By offering education and guidance, I strive to help clients make wise decisions and pursue financial independence.
No matter their age or financial profile, I want to motivate my clients to take action, help them achieve financial security and save time so they can get back to what matters most to them!