How I Can Help

Every client family has different working pieces. Each is a puzzle consisting of where they’ve been, where they currently are in life, and where they want to go. Some families are straightforward, while others are more complex. The majority of my financial planning families fall somewhere in the middle.

Financial Planning

Comprehensive plans built specifically for you.

Saving and investing can be an intimidating world with seemingly endless options consisting of complex terminology. But it all boils down to one idea: You’ve worked for your money, so it should work for you.

That’s where I come in. I specialize in helping families organize their financial lives, so they can enjoy each day, sleep well at night, and work toward a comfortable future. Whatever your financial goals, we will work to develop a financial plan that is tailored to you. With my help, I hope you will have more time to focus on the things (and people) that matter most.

Retirement Planning

You want a healthy retirement. I want to get you there.

Whether you just landed your first job, got married, had your last child graduate from college, sold your business, or are nearing the end of your career — now is the time to plan for retirement.

Over the years, I have found that far too many people wait until the eleventh hour before beginning to construct a retirement plan. I will work with you to create a roadmap for how to spend your money and time when work is done. And I'll be there with you providing guidance every step of the way.

You can never start retirement planning too early. But you can start too late.

Estate Planning

So much of the conversation around wealth management surrounds saving and investing so that you can have the retirement of your dreams. My goal is for your “retirement paycheck” to be more than enough to sustain your lifestyle.

But what about when you’re gone? What will that money buy then? Lots of people think that estates equal large sums of money and assets. But we all have something to pass on, big or small. Having a plan for where it all goes is an incredible gift for those who matter most.

I will talk with you about your specific legacy goals and weigh all of the considerations, including:

Tax-Efficient Wealth Transfers
Qualified Charitable Contributions (QCDs)
Roth Conversions
Will vs. Trust
Beneficiary Audit
Life Insurance to Refill Your Legacy “Bucket”

Family and Education Planning

Are you concerned about the rising costs of higher education? I'm here to help you navigate options for saving for your child's future, whether you want to save for a university or trade school, a down payment on their first home, or simply to give them a head start once they reach adulthood.

Insurance Planning

Life Insurance

Insurance is all about guarding against life’s “what-ifs.” Insurance strategies are designed to help you manage those risks while keeping yourself and your loved ones protected if you can no longer work.

I'll help bring you peace of mind by evaluating your coverage, identifying any gaps, and shopping for premium costs that work within your unique budget.

Long-Term Care Insurance

We tend to think of long-term care as an end-of-life service, but accidents and illness in people under 65 can also accelerate that necessity. The need for long-term care can happen to anyone at any time. Without long-term care insurance, you and your family are on the hook for paying these costs out of pocket, and they can really eat into your assets like retirement and real estate the longer they go on.

I will work with you to build a policy to suit your needs. There are many options available for long-term care. The policies and coverage vary and some of the features can include:

Cost-of-living adjustments.
Fixed premiums.
Death benefits.
Cash value.