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Who We Serve

Retirement readiness

People preparing for or in retirement. Their goal is transitioning in to a work optional lifestyle. They want to know if they have saved enough and on track to retire when they want. They are transitioning from being savers to spending their savings. They have questions about social security, retirement income and tax strategies. 

Client Centered

I help them make informed financial decisions so that they can spend time on the things that are important to them. 

Areas of focus: 

  • Cashflow planning 
  • Preparing for retirement 
  • Tax efficient withdrawal strategies 
  • Social security strategy 
  • Long term care 
  • Gifting strategies 
Small business owners

Small business owners

Business owners who want to build wealth outside of the operations of their company(s). They are interested in ways to reduce taxes and see the value of partnership in helping them make informed decisions about things like providing employee retirement plans, entity creation and equity compensation structures. I help them make informed financial decisions so they can focus on their business and the things that matter most to them. 

Areas of focus: 

  • Entity analysis 
  • Retirement plan analysis 
  • Tax planning 
  • Cash flow planning 
  • Insurance analysis