I believe a teamwork approach adds a broader perspective to all that I do and provides increased benefits to my clients.
I may team up with some of your current advisory professionals such as your CPA, Attorney & Insurance Agent to better help address:
- Home & Auto Insurance strategies
- Estate conservation issues
- Risk management
- Estate Planning
- Health Insurance in Retirement
- Tax Efficiency Strategies
- Legacy Planning
I also can answer your questions, including:
- Can I retire early?
- Will I out live my money in retirement?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- How soon can I retire?
- What are the pre & post element of retirement?
I have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.