Live your dream
As a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with thirty-one years of financial industry experience, I help my clients plan to achieve their objectives.
Our practice has three areas of focus.
- Retirement planning. When you can retire with confidence, how much you can afford to spend, and how your legacy is evolving.
- Wealth management. Helping you manage your portfolio in a manner appropriate to your needs, your tax situation, and your risk tolerance. Exploring opportunities to lower your taxes during your lifetime and for your heirs.
- Philanthropy. How much you can afford to give during your lifetime and at your death. Developing tax-wise methods of giving. Helping you evaluate individual charities.
Certified Financial PlannerBoard of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.