Proudly serving the Stateline area (and beyond!)
Where are you and where do you want to be? Let’s work together to build and refine your retirement strategy. We’ll chart a path to move you forward that gives you flexibility and protects you from set-backs. Everyone deserves financial clarity and the confidence that comes with it - let's work together to build it!
I specialize in helping people be more secure in areas of:
- Holistic financial planning
- Wealth accumulation and risk management
- Tax strategies
- Retirement income planning
- Wealth and tax efficient estate transfer
- Advanced charitable and legacy strategies
Let's connect - we can meet in person, via zoom or by phone!