I'm dedicated to providing retirees with the intellectual framework to make sound financial decisions and simplify their lives. As an independent, fiduciary firm, I work solely for you and put your best interest first, always. From a quick question to an urgent concern, you can easily reach me to talk things through.
With no sales commissions, I'm paid by you for the advice I give, not for selling you something. Well, what a journey! As a homeless teenager, I had big dreams. I wanted to raise a family, become financially independent, see the world with my future wife, and build a business helping others to do the same.
With no sales commissions, I'm paid by you for the advice I give, not for selling you something. Well, what a journey! As a homeless teenager, I had big dreams. I wanted to raise a family, become financially independent, see the world with my future wife, and build a business helping others to do the same.
Services
The people I partner with have worked hard for what they have today. They are typically business owners and executives who have built their careers, businesses and wealth while caring for their families. At this stage in their lives, they prefer to spend their time doing what they love and with who they love, rather than looking at the stock market.
In our first phase together, we'll outline all of your financial needs, responsibilities and goals for retirement. Together, we'll prioritize each objective, starting with your living expenses and continuing with your aspirations, like traveling or leaving money for your grandkids' education.
At this point, we'll collect all relevant information to understand your whole financial picture: your income, taxes, estate plan, net worth and, if you have a business, your profit/loss statement.I'll take some time to analyze where you are now and create various strategies to get you where you want to be.
At this point, we'll collect all relevant information to understand your whole financial picture: your income, taxes, estate plan, net worth and, if you have a business, your profit/loss statement.I'll take some time to analyze where you are now and create various strategies to get you where you want to be.
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