Products and services. Aligned with your priorities.
Retirement planning
I specialize in guiding individuals through the often complex journey of retirement planning, helping them make informed decisions that secure their financial future. Whether it's rolling over a 401(k) from a previous employer or transferring funds into an IRA, I provide clear, personalized support to ensure the process is smooth, tax-efficient, and aligned with each client's long-term goals. My work is rooted in dependability and education—empowering people to understand their options, avoid costly mistakes, and build a retirement strategy that reflects their values and lifestyle.
Business Solutions
I provide comprehensive benefits solutions tailored to meet the evolving needs of businesses and their employees. From group insurance plans that offer robust health, dental, and life coverage to employer-sponsored retirement programs designed to support long-term financial wellness, my services help companies attract and retain top talent while staying compliant and cost-effective. I work closely with organizations to customize benefits packages that align with their goals, offering strategic guidance on plan design, implementation, and ongoing support. Whether it's enhancing employee satisfaction or streamlining administrative processes, my solutions are built to deliver value and confidence.
Charitable Giving Strategies and Non-Profit Partnership
Incorporating charitable giving strategies into your financial plan may not only enhance your impact but also help align your wealth with your values. By partnering with non-profits and their donors, you create a dynamic ecosystem where generosity meets strategy—leveraging tools like donor-advised funds, charitable trusts, and legacy planning to maximize both philanthropic outcomes and tax efficiency. Your collaboration with these organizations fosters deeper engagement, helping donors make informed decisions while ensuring that non-profits receive sustainable support. This synergy transforms giving from a one-time act into a long-term vision, empowering communities and enriching lives through thoughtful financial stewardship.
Wealth Transfer and Estate Planning
When working with clients on estate planning and wealth transfer, I take a deeply personalized and strategic approach. I begin by understanding their unique family dynamics, financial goals, and long-term vision, ensuring that every plan reflects their values and priorities. Whether it's minimizing tax liabilities or facilitating smooth generational transitions, I help guide clients through each step with clarity and care. I collaborate closely with legal, financial, and tax professionals to create integrated solutions that protect assets and preserve legacies. My goal is not just to plan for the future, but to empower clients with confidence and clarity today.
Tax Efficient Strategies
In my financial planning services, I prioritize tax-efficient strategies to help clients preserve and grow their wealth. This includes structuring investment portfolios to minimize taxable events, utilizing tax-advantaged accounts like IRAs, 401(k)s, and HSAs, and strategically timing asset sales to optimize capital gains treatment. I also incorporate techniques such as tax-loss harvesting and Roth conversions when appropriate, aligning each move with the client’s broader financial goals. Whether my clients have investments that are taxable now, taxable later, or tax free, we work together to help ensure the smart strategies are in place to avoid unnecessary taxation or your assets.
Protection
I work closely with clients to understand their unique needs, goals, and concerns, then tailor comprehensive insurance strategies that provide meaningful protection for them, their families, and their assets. Whether it's life, health, disability or long-term care coverage, I guide clients through the process of evaluating risks, comparing options, and selecting policies that align with their financial plans and long-term security. My approach is collaborative and educational—I make sure clients feel confident in their decisions and understand how each type of coverage fits into their broader safety net. Ultimately, my goal is to help them build resilience against life’s uncertainties and safeguard what matters most.
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.
