Making the complex, understandable and the overwhelming, manageable!
My goal is to bring financial clarity to all those I work with. I strive to make the complex, understandable and the overwhelming, manageable.
If you can answer yes to one of three questions below, then we may be a good fit for you:
- Do you or a member of your household have an atypical income stream (e.g. farming, contract work, e-commerce, Social Security widows benefit, small business revenue, or military pension)?
- Are the majority of your assets outside of investments (e.g. machinery, business inventory, commodities)?
- Are you accustomed to making financial decisions based on the impact it will have on your taxes?
Your financial picture doesn't look like the standard W-2 + 401K household, so it's important that you work with a financial advisor who is accustomed to the unusual planning factors that this situation creates.