Financial Planning and Wealth Management
Who I work with:
- Pre-retirees and retirees.
- Young professionals who are serious about their future.
- Parents looking to maximize their savings.
- Business owners.
- People changing jobs.
What I do:
- Determine how and when you can retire comfortably.
- Build an investment strategy and help you implement it.
- Provide options geared toward creating tax efficiencies.
- Create a written plan that encompasses your entire financial situation.
- Help you protect and maximize your income and savings.
- Establish benefits for your small business.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Carmel Office
- Phone:
- 812-360-1756
Hours
M – F: 9 a.m. – 5 p.m.