I specialize in assisting families transitioning through the seasons of life. Such moments come to all of us as career change, death or divorce, caring for a loved one, retirement, starting, growing or selling a family business or farm. A Chief Financial Officer, or CFO, does not create the vision of a company or family rather they are entrusted with the responsibility to execute that vision with all that entails.
This vision of a financial future is different for each client. For one family, it means the sale of a family-owned business, or diversification into alternative investments. For another family, the most important endeavor is to develop a long-term charitable gifting program. And for yet another it may be creating a distribution plan at retirement, a risk management plan for a doctor, or an estate plan for a widow.
Each of these visions must be uniquely tailored to each client’s needs –and as your financial advisor, I can help your family’s CFO with your vision and creating a plan to pursue your goals. My clients look to me to help them execute their vision. My years of service are important – but I’m most proud of the fact that I have risen to the challenge of helping my clients accomplish these unique, desired visions for their families.
How may I serve you?