My years of experience in the financial industry give me the knowledge to ask the right questions and to listen to my client. There is no “one size fits all”.
Your financial plan is personal to you. I do what is best for each individual person and family.
financial planning & wealth management
Retirement Income Planning
Social Security Maximization
PERA / Pension Planning
Tax Efficient Strategies
Death Benefit Planning
Tax Efficient Non-Qualified and
Estate Distribution Management
Long Term Care Planning
IRA/RMD Qualified Charitable