I work with small business owners, individuals, and their families to optimize their financial opportunities while educating and managing risks using a combination of investments and insurance products for a customized financial plan. Clients tend to be successful business owners looking to build and improve their retirement benefits to retain and attract talent, and business owners preparing to retire.
For individuals, I specialize in high net worth clients ready to transition into retirement and need someone experienced in navigating through 401k rollovers, retirement income planning, Social Security, Medicare, and the loss of employer benefits. Clients more seasoned in retirement may be dealing with the loss of a spouse, extended care planning, estate planning, legacy planning, and charitable giving.
Planning for clients’ families tends to include investing and planning outside of one’s work benefits for personal ownership and autonomy.