I work with a variety of clients helping them deal with a range of financial and investment issues.

 

 

I focus on families and business owners.  I have developed a particular focus working with divorced or divorcing couples and widowed individuals in need of trusted guidance while going through transitions. 

 

My clients tend to be busy professionals or are self-employed or are owners of Single Member LLCs or S-Corps or are professionals like engineers.

 

I strive to make my planning services accessible and reasonable to those who are busy launching their careers or growing their families. Thi is why I offer reasonably priced flat fee investment or financial and tax planning services.

 

My clients are tired of Big Box financial supermarkets. They are also tired of going it alone despite success in other areas of their life. They may lack the time or motivation to be a Do-It-Yourselfer. They crave a higher degree of personalized service with insightful proactive advice and answers to their financial questions. They seek solutions that are objective and not based on the purchase of an investment or insurance product.

 

I strive to work with a small, successful, select group of individuals on an ongoing basis as a trusted advisor.  This group includes business and investment real estate owners, professionals, entrepreneurs, and pre-retirees. I welcome clients from all walks and stages of life and have particular focus on those in education, engineering, technology, medicine and allied health professions.