I help individuals and couples concerned about retirement by putting strategies in place that will maintain their living standard in retirement.
I minimize taxes for high net worth individuals.
I facilitate the transfer of assets from one generation to the next in the most tax and cost effective manner.
I review existing financial plans for those who want to know if their investments and insurances are positioned correctly at cost effective rates.
I work with business owners to develop and maintain 401(k)s and other retirement plans that are best suited for their budgets and for all the participants.