We can add value at all stages of life
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Mid Years (40-50s)
- Financial planning strategies
- Tax and trust strategies*
- Review employee stock options
- Optimize savings and retirement plan
- Distribution plan for education funds
- Real estate portfolio review
- Plan for healthcare liabilities
- Determine elder care needs
- Implement family wealth breifing
- Establish rollover strategy
- Fund catch-up provisions
We continually revisit:
Portfolio analysis (through the year, every year)
Debt management (at least once a year - review and manage debt as necessary)
Risk anlysis (continuously monitored)
Emergency cash pool (revisted every year to make sure its adequate)
Annual review of beneficary assignments
Estate plan review (revisited every year to account for any changes taking place)