If you’re looking for a financial advisor there’s a possibility we could be a good fit.
My pledge to clients
✓ All clients are unique and will receive personalized, custom solutions.
✓ Clients deserve advice and or services focused on their unique situations.
✓ Managing risk of loss must be prudently balanced when considering the pursuit of maximum gain.
✓ Trust and respect will be cherished and continually earned.
✓ Each client will receive a personalized strategy to efficiently work toward their specific goals.
Who I serve:
I consider myself to be one of the luckiest advisors out there. I have had the good fortune to work with a wonderful group of clients for many years. While each client is unique there are a few commonalities that might help you determine if you would also benefit from my services.
- The vast majority of people I serve from across the country believe time is their most precious and valuable commodity. Because of this belief, they hire me so they can focus their time on the things in their life that matter the most: family, career, friends, charity, travel, hobbies, to name a small handful. The last thing they want to worry about, they have shared, is their investments. Assisting them with this stuff is how I make their lives’ easier.
- Most clients are fairly conservative investors that place high value in the safety of their investment strategy and less emphasis on taking high risk in effort to generate maximum return.
- My clients are patient, long term investors committed to having a custom asset management strategy with the aim of working and growing with them for the rest of their lives – not short term trading that may or may not work.
- Most clients are successful, family oriented, community involved people, as mentioned above, with life purpose that far exceeds just money and personal belongings.
- About 65% of my clients are either retired or within 5 years of retirement.
- The other 35% are around 45+ years old and are physicians, business owners, CRNA’s, engineers, corporate executives, air traffic controllers, dentists and a variety of other professions.
How I work:
Your Free Retirement Roadmap
A 3-step process to help you evaluate my services and make an informed decision about working together.
You will receive:
- Tax Return Analysis
- Investment Analysis
- Retirement Answers
I am a Retirement & Tax Strategies Expert and Do My Best Work With NEW CLIENTS:
Aged 50+
Retirement focused investors age 50+ who are serious about retiring, or are already retired or close to it. If you are under 50, not to worry, a member of my team will be able to help and be your point person, with me helping behind the scenes.
$1 Million+
Diligent savers with investments over $1 million. (Excluding real estate.) An exception can be made for younger savers who are saving aggressively and truly want to grow their portfolios and better their situation.
Other members of my team can accommodate lower levels of assets. Please still reach out and based on your needs I will find the right advisor in my firm to be of help. Also, I have a network of advisors across the country if you prefer someone close to where you live.
Expert Guidance
People who value expert help because retirement is too important.
Your Free Retirement Roadmap
A 3-step process showing how you can improve
retirement success + lower your tax bill.
Step #1 – Schedule 20-Min Call
A 20-minute phone call will give us both a chance to make sure your situation matches my expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
Schedule Your Call (Click Here to Schedule)
Step #2 – Meeting
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting (in-person or virtually). During this 1-hour meeting, I will get crystal clear on your retirement goals, needs, and concerns.
Step #3 – Review Assessment
With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
In plain English, I will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments. You will receive a custom financial and investment management strategy (roadmap) geared towards your unique financial goals and objectives. We build these blueprints around life events such as retirement, wealth transfer, business succession planning, estate planning and asset protection*.
And Finally…Think About It! (ok, I guess that’s 4 steps : ) )
At the end of this process, I will simply ask you to think about it. I am looking for long-term relationships, not a quick transaction. If you decide that I’m not a good fit, I will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
Still Have Questions? Keep Reading…I have a page called FAQs above to hopefully answer all your questions.