Planning Approach
Who We Work With
I give all my clients sound, honest guidance on preparing for the future by growing and securing wealth, mitigating risk, and tax-efficient strategies and investment strategies. I also specialize in active-duty military, veteran assistance, student loan planning, and residency transitions.
ALREADY WORKING WITH AN ADVISOR?
Our clients are busy, smart, and financially responsible. Many have “checked all the boxes” along the way and there isn’t necessarily anything that’s “broken.” However, we can often find ways to complement the planning that is already being done through innovative thinking and strategic integration of strategies that other firms simply may not be familiar with. Our goal is to enhance, not replace, the financial planning that is currently in place by serving one specific role on your financial team.
Are you ready to talk about your financial goals? Let’s have a conversation.
Investment Planning Is Not Planning
There are four key strategies you can implement with money – protect, grow, distribute, and transfer. Many people assume that all financial advisors do the same thing – manage money (i.e. “grow”). While this is true of many advisors in the financial services industry, our holistic planning approach is unique in that it addresses all four areas as we focus on achieving our clients’ most important goals at every life stage.
What makes us different, and what our clients really enjoy about the work we do, is our knowledge of, and commitment to, authentic financial planning. Most firms focus on product solutions or specific strategies, whereas our focus is to help our clients develop a written, customized plan that gets them to where they want to be and that helps them stay the course along the way.