Our Mission

We exist to help people retire with less stress and anxiety.

If you are stressed out about money, it affects your whole life. The reason we created this business is to help people relieve their financial stress, so they can stop worrying and get back to the things they enjoy and the things they truly care about. 

While we help clients of all ages with all types of investments, tax efficient strategies and insurance planning, our specialty is working with clients 15 years before, and then during retirment.

Most advisors are trained in accumulating money pre-retirement. Very few advisors are also trained in post-retirement planning. The math that got you to retirement is not the same as the math needed after retirement. 

We work with clients from all walks of life, but mostly with people in math and science careers; Engineers, Rocket Scientists -[NASA is near by], Health Care, Architecture and Construction. 

I also help people who own businesses in those fields with executive and employee benefits and succession planning. 

Anyone can call themselves an advisor, but there are a limited number of advisors that have worked and gone the extra mile to become a CERTIFIED FINANCIAL PLANNER® professional.

Helping you live your best life. People are busy! To make the process of financial planning more convenient-I am continuing to provide services via Zoom, conference calls, emails or in person.

I help my clients make sure to cover their values and priorities first and then they can enjoy the rest of their lives. 

First thing we do is define those priorities.

Back when I started, there was not enough information, now the problem is there is too much. Everybody wants to give you investment advice, from the internet, to your brother-in law to the Uber driver you rode with. So who do you believe?

Having a stock picker is not enough. Clients need both an offense and a defense. They need tax efficient strategies. They need to control what is controllable and minimize what is not controllable. They need a plan that moves with them. They need some one who has put in the time to become educated in all those areas.

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

In addition to the CFP®, the most difficult of the designations, I have attained  ChFC®, CLU®, RICP® and QPFC. I hold several FINRA securities licenses. Series 6, 63, 65, and 7. I am securities and insurance licensed in multiple states.  

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Your life -your plan.

Together, we'll look at where you are, wherever that is. I'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:

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  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are my areas of expertise

While we help clients of all ages with all types of investments, tax efficient strategies and insurance planning, our specialty is working with clients 15 years before, and then during retirment.

Most advisors are trained in accumulating money pre-retirement. Very few advisors are also trained in post-retirement planning. The math that got you to retirement is not the same as the math needed after retirement. 

Financial Planning

Investment Planning & Strategies

Retirement Planning & Income Strategies

Insurance Protection Strategies

Tax-Efficient Strategies

Business Planning & Succession

Business Employee & Executive Benefits Planning

Estate Planning

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4