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.
- Build and implement an investment strategy.
- Provides ways to be more tax efficient.
- Builds a written plan that encompasses your entire financial situation.
- Protect and maximize your income.
- Setup 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.