I work with clients to resolve financial concerns in an efficient and timely manner. I help find the right solution for all business, personal and family needs. My goal is to help clients define their vision of a secure financial future through an in-depth planning evaluation.
There is no standard client, and life's complexities leave little room for "standard" approaches, so I use the following four-step approach in working with clients:
1) Getting to know you - What's important to you? What keeps you up at night? What do you want to protect? What do you want in retirement?
2) Analyzing your needs - What is your current financial outlook? Where do you want to be in the future? What are your financial goals? What do you feel needs to be changed?
3) Identifying solutions - What can be done to solve the problem? Where are the inefficiencies? What are you comfortable changing?
4) Keeping in touch - How often do you want to review your financials? Are you happy with what we did? What new opportunities and challenges are you facing?
Our specialties include the following: risk minimization, income protection, alternative investment strategies, tenant-in-common 1031 exchanges, tax deduction maximization, cash flow management, financial aid maximization, pension optimization, business continuation planning, asset protection, and legacy planning.