Who We Serve

I serve individuals and families from a variety of backgrounds and financial situations. Specifically, I serve middle management employees of large corporations who are nearing the end of their careers as well as successful young professionals and business owners who are seeking opportunities for long-term growth. 

<strong>Pre-Retirees</strong>

Pre-Retirees

I work alongside these individuals to determine what their income needs will be in retirement. I develop and implement a retirement income strategy that prioritizes their needs and aims to protect their wealth. 

<strong>Successful Young Professionals and Business Owners</strong>

Successful Young Professionals and Business Owners

I aid these individuals by creating them personalized saving strategies, keeping in mind both their goals for the present and the future. A growth strategy is constructed, focusing in on the capital appreciation of stocks. 


Insightful Content

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Want to find out how I can help you? Let's talk. 

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