I work with couples and individuals who are approaching retirement or have recently retired. People who want to make wise financial choices about retirement and avoid costly mistakes. Who welcome the accessibility and personalized service that only a small, independent advisory firm can offer.
The couples and individuals I work with generally have $500,000 or more in household investment assets. They also tend to appreciate an organized financial life and prudent management of their wealth. And they enjoy the guidance of a competent financial advisor who takes the time to listen to their concerns and who crafts comprehensive solutions to help address those concerns.
I can help you:
▶︎ Make wise financial choices about retirement
▶︎ Create and implement a financial plan for retirement
▶︎ Design and execute an investment management plan
▶︎ Understand your financial options and avoid costly mistakes
▶︎ Minimize taxes and expenses while maximizing growth, income, freedom, and choices
