Most importantly I am a financial planner in the purest form. I work with my clients to set goals and track them. I use home grown tools to digest the information you provide to give a numerical representation of your progress toward those goals. We outline your needs for liquidity, spending, life insurance, taxation, retirement, education, and estate efficiency. My service is fee based and ongoing. This means you pay an annual fee to meet, call, or email with us as often as needed, without concern for the costs per visit or contact. This allows us to execute on your plans in an unbiased manner that puts your needs first and not sales or commission-based products. We include for all our planning clients an open enrollment review, 401(k), 403(b), etc. reviews, and introductions to any of our trusted advisors across multiple professional services. We offer our on-site investment services to our planning clients and only once a plan is in place and each dollar is earmarked for specific goals, plans, etc.
Use the contact form below to email me directly or, if you prefer, contact me via phone or one of the other methods listed.