What do my clients look like?
Most of my clients are small business owners. They wear a lot of hats. I can coordinate with their attorneys, accountants, and insurance agents, so they can focus on growing their business. They might need help setting up retirement plans, designing a strategy to transfer their business at retirement or death, or just saving on taxes.
Other clients come to me following a big life change. For example, the loss of a spouse can be overwhelming for widows, especially if they aren't used to managing the finances. Concerns about how to create an income stream as one nears retirement can be a bit confusing. Even market volatility like we experienced recently can prompt people to reach out for my professional advice.
If these specific examples don't describe you, that's okay! I’ve served a wide variety of clients over the years. Most women and men I work with are ultimately looking to protect and grow their retirement savings and/or income. Most also hope to minimize taxes and leave something for their heirs.
What does my practice look like?
I offer a wide selection of investments and insurance products, and offer financial advice for a flat fee. I strive to provide a flexible, transparent and caring relationship with each of my clients. Prioritizing lifelong learning and training in financial advice helps me provide the value they deserve.