Products and Services Aligned with Your Priorities
Society attempts to tell us that happiness is defined by what we can amass over our lifetime in terms of wealth and possessions. This is not my philosophy. I believe in the pursuit of contentment by living generously. Every day, I execute my mission by building meaningful relationships and providing financial advice to my clients and those they care about. Some of my clients are wealthy while others come from more humble beginnings. No two clients are alike. However, they share a common belief – a moral responsibility to be good stewards of their many blessings. This is why I take time to fully understand the values my clients live by and help them identify what’s most important. Working together, I use a process that helps manages wealth and risk so that you can aspire to a work-optional lifestyle. Examples of services I provide include, but are not limited to:
• Holistic financial planning
• Life and health benefit consulting
• Wealth accumulation and risk management strategies
• Tax planning
• Retirement income planning
• Executive benefits and key person retention strategies
• Wealth and tax efficient estate transfer
• Advanced charitable and legacy planning
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
