Making Life’s Plans Confidently

Getting to know who you are, your financial picture and your ideal retirement

Analyze where you are, compare it to where you want to go and strategize on the best way to get you there, maximizing your resources and opportunities

Put the plan into practice so your retirement can become a reality

Limited to no more than 60 households and those who have accumulated $1M or more in investments. This service starts with building your comprehensive retirement plan and includes ongoing investment management and continuous updates to your financial plan. This service optimizes your long-term retirement plan and allows for changes and opportunities that pop up to be evaluated and taken advantage of. These may be market changes, tax planning opportunities or simply taking into account your changes of mind such as moving or desiring to give more.

Planning advice done for a specific purpose and for a flat fee. Whether you seek a second opinion, want a Certified Financial Planner™ to take a look over your shoulder, or aren’t yet to a point where ongoing guidance is feasible, this service is for you.

This service comes from the belief that everybody can benefit from financial advice and a desire to help as many people that cross my path as possible. There are times where those who could use it the most are least able to afford it. For these circumstances, whether they may be a new graduate or newly married couple, to those who’ve suffered loss, complimentary appointments are made to help gain your footing and develop action steps to move forward. Meetings are limited as time permits. If interested, click here to provide background information about your situation.