I provide independent, objective financial advice to business owners, executives, professionals, people planning for retirement, and recent retirees. A good financial adviser helps you organize and improve your financial life through a process of discovery about you and the creation of a written financial plan. Healthy investments are important to a successful retirement strategy, but your investments represent only a part of your overall financial and retirement health. A financial plan should help you to:

Create a steadier, less volatile investment portfolio Plan for a carefree retirement Prepare for the unexpected Reduce your debt, interest and taxes Pay for your children’s education Leave an estate behind that is administratively simple and tax efficient Enhance the growth and profitability of your business

The first step towards creating a written financial plan tailored to your personal needs, vision and goals is a free no-obligation discovery meeting. Please call or email me to request your free discovery meeting.