Services

Financial Planning

I model your complete financial picture to help provide a structured approach for making financial decisions.

Investment Management

Keep more of your money by using cost-effective, tax-efficient ETF’s. We look for tax-loss harvesting and rebalancing opportunities daily.

Retirement Planning

Understand how much & when to withdrawal from your retirement accounts and when to start Social Security benefits.

Tax Planning

My goal is to minimize your lifetime tax burden and reduce the time you spend worrying about taxes. I provide annual guidance on RMDs, assist with Roth conversions, and can coordinate directly with your tax preparer.

Estate Planning

I’ll help review your beneficiary and power of attorney designations to ensure they’re accurate, and work alongside your attorney to design and implement an estate plan tailored to you.

Multi-Generational Planning

I work with families across 2 & 3 generations – from grandparents down to grandchildren. Being part of a family’s finances helps keep everyone connected, ensures smart investment decisions, and makes wealth transitions smoother for everyone involved.

Charitable Giving

Help you structure charitable contributions and legacy plans to achieve your philanthropic goals. Advice on Donor Advised Funds and QCD’s.

Insurance Planning

Analysis of life, disability, long-term care, and umbrella insurance to check for appropriate coverage and to make sure your wealth is protected.

401(k) Services

I help small businesses set up and maintain 401(k) plans. If you're a business owner and do not have a 401(k), it should be on your list of things to consider.