Estate planning strategies

Leaving a legacy is about making sure your wishes are known. Many of us have loved ones who depend on us or causes that we are passionate about. You’ll want to ensure your assets go where you want them to go in a tax-efficient way. The key is to plan now. I’ll share strategies with you to help maximize your giving now, or distribute your estate later without extra tax burden. Leaving a legacy is just one of four key needs you and I will focus on together using the Confident Retirement® approach.

Honored to be recognized in Forbes

I’m proud to have been named to the Forbes Best-in-State Wealth Advisors list for 2019. It’s awarded to advisors who provide a high-quality experience, and it reflects my dedication to helping clients achieve their goals. Thank you to my dedicated clients and my talented team for making this possible – I could not have accomplished this without your trust and support.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)