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I specialize In working with sales professionals and other high-earners with variable incomes. My practice is tailored to your unique needs and focuses on two essential themes.
#1 - Maximize investment performance with low costs in a way that aligns with your values and beliefs.
#2 - Develop a strategic financial plan focusing on financial and tax efficiency.
I provide tangible benefits in the following situations or services to make my clients' lives easier:
- Retirement Planning, including 401(k) Rollovers, IRAs, Pension guidance, and Social Security planning.
- Investment Management, including Cash Management, Portfolio Construction, and Diversification using Mutual Funds, Exchange-Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
- Assisting with life-changing circumstances such as retirement or retirement planning, new marriage, college savings for children, and inheritance and settlement management.
Sales professionals work hard for their money, often without a clear plan. Through strategic financial and tax planning, I empower you to take control of your financial future, making informed decisions that can leverage compounding interest to your advantage. This allows your money to start working for you and gives you the power to reclaim your time.