Advice-Only
Financial Planning for Successful Pre-Retirees and Retirees

Advice-Only
Financial Planning for Successful Pre-Retirees and Retirees

What’s On Your Mind?

If you have asked yourself any of the following questions, I’m here to help.

Do I have the right financial plan
in place to retire comfortably
when I want to?

I enjoy managing my own
money, do I need to pay
for a financial planner?

Are my financial
choices tax-efficient?

Will my finances allow me to
spend more time with loved ones
or traveling when I retire?

How do I know my estate plan
best reflects my legacy goals?

Are my investments
adequately diversified at
this stage of my life?

Comprehensive Services

Get Your Questions Answered With a Custom Approach

My goal is to ensure that you’re heading down the right path in retirement. Together we’ll
establish a custom and comprehensive financial plan, that makes the most of your wealth.

Investments

Taxes

Estate & Risk

Cash Flow

Why Advice Only?

Get the support you need without paying for unnecessary extras
You enjoy managing your investments, but you deserve a trusted partner to help you make the right choices.
  • Truly conflict-free advice that allows you to continue managing your own money
  • CPA with over 30 years of experience to help you make tax-efficient decisions
  • Expertise helping successful professionals with complex and unique financial situations

Learn More About Me

Who I Work With Best

Pre-Retirees

You’re in your peak earning years and want to make sure that you’re properly prepared for retirement, while being as tax-efficient as possible.

View Case Study

Retirees

As you adjust to retired life, you want to confirm that you’re making the right choices with healthcare, social security, investments, taxes, and more.

View Case Study

Individuals Facing a
Big Decision

You’ve been managing your money, but are now faced with a new opportunity and want to ensure that you’re making the right financial decisions.

View Case Study

The Top 10 Items to Review as
You Prepare for Retirement

Transitioning out of your career involves several moving parts. This guide will help
you assess your options and prepare for this transition without overlooking any
critical financial components.

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Schedule an Initial Consultation

Let’s get to know each other

Before analyzing your financial plan, I want to understand your
goals, both with your wealth and with your financial partner.

Schedule Your Consultation

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