My Services
Retirement and Investment Planning
Whether a client has decades left to save, is fast-approaching retirement, or is already retired, I take pride in coaching each client to make the best decisions possible to pursue and exceed their goals. After determining how much you need to retire comfortably, the best asset allocation to address your goals, and understanding your risk tolerance, I will develop a personalized series of recommendations for your unique situation. Once we have a plan in place, we will meet periodically to ensure that your goals are being addressed.
Estate planning
Estate planning allows you to pass on your assets to who you want, when you want, how you want. You should review your wills and trusts periodically, especially if you experience any life changes, like the birth of a child or grandchild. I coordinate with tax and legal advisors to help my clients preserve their estates for their intended heirs, assign beneficiary designations, and reduce exposure to estate taxes and probate costs.
Risk management
A critical aspect of your financial health is found in the steps you take to prepare for the unexpected. Through a detailed review of any existing insurance policies and implementing any recommended policy changes when appropriate, I endeavor to help my clients protect their assets and prepare for whatever life brings their way.
Education funding
Many of my clients with children would place “saving for college” as a top financial goal. I personally understand the importance of planning, having sent my four children through college over the past decade. With guidance, saving for your child’s education no longer needs to be a daunting task.
Employee and Executive Benefits
I understand that business owners have a responsibility to their employees and I want to help them make the best decisions when it comes to selecting a benefits package. In today’s competitive workplace, a retirement plan can help to retain qualified and loyal employees. I am committed to helping business owners overcome the issue of enrolling and educating their employees in their retirement package.
Asset allocation does not ensure a profit or protect against a loss.
LPL Financial does not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.