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Services
I specialize in helping individuals and business owners with retirement planning by showing them strategies that seek to create income streams in retirement. While operating under a fiduciary standard of care, I develop comprehensive financial plans that consist of investment strategies, retirement planning, and insurance solutions.
The
Process
Step 1
Define the Relationship
Identify client needs & goals, determine services to be provided. Discuss planning fee or advisor compensation. Determine the duration of the engagement. Establish the client's and Advisor's responsibilities.
Step 2
Gather Data & Analyze
In-depth discussion of client's long/short-term goals, and level of priority. Review assets, liabilities, and cash flow. Discuss risk tolerance, tax exposure, and previous experience. Client to provide statements.
Step 3
Develop & Present Recommendations
Recap client goals and objectives. Review financial analysis and illustrations. Discuss potential strategies and solutions that pursue client objectives. Consider pros and cons and assess alternative options.
Step 4
Implement Strategies* & Monitor
Outline next steps, begin paperwork and new client onboarding. Meet regularly to review and update financial needs and goals. Monitor account performance. Provide on-going financial guidance.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of a potential financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
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Retirement Calculator
How are you tracking towards your retirement goals?
Complete the retirement quiz and we will send you a customized retirement evaluation
​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
