You have found great success in your career.
Let us work together to ensure you are successful in your pursuit of financial independence
Fee-Only Financial Planning
- Personal Finance Education
- Education Savings
- Insurance & Risk Management
- Investment Planning
- Tax Strategies
- Retirement Savings
- Estate Planning
- Employee Benefits Selection
- Other Planning
- Determining how much risk/return you need and want
- Aligning your personal risk preferences with your portfolio risk
- Portfolio construction
- Determining an appropriate asset allocation strategy
- Ensuring portfolio diversification
- Periodic re-balancing to keep you on track
- Planning for investment taxes
- Bond, Stock, ETF selection
Tax Preparation and Planning
- Client Representation before the IRS
- Federal Tax Filing
- State Tax Filings
- Tax Filing Extensions
- Tax Filing Amendments
- Tax Forecasting and Planning
- What is an Enrolled Agent?
Financial Endurance Plans starting at $150 per month
Investment Management for Successful Business Leaders
Discover your Start and Finish Lines
What are your investment preferences and style? What would you like to change? What type of communication and relationship are you seeking from a financial professional? Looking to collaborate or delegate? Are you looking to reduce investment fees? Seeking less risk, more risk, or not sure? We can help. Looking to invest in companies which align with your values? Seeking income or capital appreciation?
Develop a Plan
Based on our what we discover, we will provide a personalized portfolio which fits you, your investment style, and long-term objectives.
We will monitor your investments and communicate periodically to update your portfolio as you go through life changes and life stages. Ensuring your investments still fit your needs and long-term objectives.
My investment philosophy is simple but sophisticated.
It utilizes research-based investment and portfolio theories, but more importantly it leverages key aspects of a portfolio which you can control---like diversification, asset allocation, re-balancing, cost effective security selection, and upside/downside capture mathematics. Your portfolio needs to fit you. You have a unique investment personality and behaviors. I help clarify and quantify them, so we can align you with your portfolio. Empowering you to take the emotions out of investing. Giving you back the time and energy you need to focus on what really matters