I support a systematic three-step approach to financial wellness focused on prudently governing personal investments, establishing a defined retirement plan, and coordinating an integrated wealth management strategy.
Level 1: Investment Management
All client relationships begin with the establishment of a prudent investment management strategy.
Level 2: Retirement Planning
Once your investments are governed properly we seek to establish a defined retirement plan that identifies your needs and monitor results.
Level 3: Wealth Management
Once your retirement plan is formalized we integrate insurance, education, and estate planning needs. An integrated wealth management plan provides a coordinated understanding of evolving needs so you may continuously assess the magnitude of your financial decisions.
As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect you and your family from undue hardship. I help clients assess insurance needs, identify appropriate insurance products, solicit quotes from insurance carriers, and complete applications.
Along with the protection provided by insurance, I offer integrated cash management strategies to help maintain sufficient emergency reserves, and avoid debt. I also help clients organize a budget and design debt reduction plans.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
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