Services

Business owners, key executives and individuals rely on my services to help guide them toward the achievement of their financial goals. Regardless of what your needs happen to be, I can help you plan for a future that expects the unexpected and can be better prepared in the face of adversity. 

Small business owners have unique financial needs that require next-level planning support. As a small business owner myself, I have personal insight into what those needs are, and what needs to be done to help ensure they are not only met, but exceeded. As an owner of a small closely held for-profit business, you have a lot on your plate. On top of your day-to- day responsibilities, you are tasked with navigating the financial aspects of your organization. As much as you want to do it all, it is important to recognize that a professionally outlined strategy can be the surest path to reach your goals.

BUSINESS OWNERS

My personal experience combines with my professional background to help me deliver renowned planning services to business owners and key executives.

• Retirement Income Planning
• Business Succession Planning
  
• Ownership Transfer Planning
  
• Key Employee Retention Programs
• Life and Long-Term Care Insurance

INDIVIDUALS & KEY EXECUTIVES

Whether you are an individual with complex planning and retirement questions, or a key executive of a for-profit or non-profit business, my personal and business-oriented planning and world-class financial products and solutions can help.

• Personal Retirement Planning
  
• Personal Financial Planning
  
• Life Insurance Planning
• Long-Term Care Planning
• Investment Planning