Our Planning Philosophy
My mission is to help educate, prepare and position my clients for success.
This is based on my 3 phased planning philosophy:
Offense
Structure a sound investment strategy based on your risk tolerance, time horizon and goals.
Defense
Build an insurance protection program that will protect your income and your assets.
Special Teams
We partner with tax and estate planning professionals to ensure your legacy is passed on the way you want to your loved ones with as little tax implications as possible.
Most people who start a relationship with me come with a very fragmented financial picture. I help bring these pieces together so we can get a clear picture of where you are at. From there we can build an action plan to help you get started on your journey.
I will help you build your team of professionals and walk with you to implement your plan.
The benefit is that my clients achieve peace of mind knowing that they can focus on their relationships with those they care about because of a comprehensive financial plan that is based on a bedrock of trust.
