Investment Advisory &
Living a full life is what it's all about! By focusing on the most important aspects of your financial life, I will help you create the life you desire. I will show you a 360 degree view of your entire situation. Then we will map out a plan to accomplish your dreams.
I will always start with low cost index funds and commission-free options where possible. Historically speaking, fees have never been this low for retail investors, and I want to help you take advantage of this phenomenon and keep more of your savings.
- Savings Strategy and Budgeting
- Employer Benefits - 401k/403b’s, HSA’s, Employer Stock, etc
- Income Strategy
- Asset Location – Taxable vs Qualified IRA vs Roth IRA vs Employer Plans
- Social Security
- Health Care and Long Term Care
- Tax Strategies for retirement
Investment Advice Topics
- Asset Allocation
- Tactical and Sector Investments
- Business Cycle Investing
- Asset Location
- Tax-Efficient Investing
- Taxable Savings Strategy
- Investment Education – Mutual Funds, ETF’s, Stocks, Bonds, Options, etc
- Life Insurance
- Outliving Income
- Estate Planning
- Charitable Giving
- Wealth Transfer and Gifting
Family Conversations & Legacy
- Education and College Planning
- Adult Children and Aging Parent situations
- Extended Family or Special Needs Situations
- Aging Well for Seniors
Fee Only Fiduciary
As your personal CFO I put your interest first, period. That is something that motivated me to start this company. The proof of this commitment is in the decision I made to not sell any products or take commissions of any sort. My focus really is on you and your success. It is wonderful to sit 100% on the same side of the table as my clients.
I also believe that everyone should seek a second opinion regarding their financial plan and investments. I offer second opinion services and analysis to help you understand what you currently have and how it compares to the marketplace.
Keep your money where it currently is or where you desire. Whether that's Fidelity, Charles Schwab, Vanguard, or other firms, you don't need to move any money or feel the pressure to move your money. I advise and work with you across all service providers. My advice, education, and coaching is what clients seek and pay for. I don’t assume custody or trading for your assets. As your personal CFO I may guide you in selecting service providers and investment options accordingly.