Retirement planning

We understand the needs of individuals, business owners, and corporations. We are capable of helping establish and maintaining effective retirement plans for business owners as well as their employees. Our process includes:
  • Help evaluating the appropriate retirement plan for your needs: SEP-IRAs, pension and profit-sharing plans, 401(k) and 403(b) plans, and money-purchase and defined-benefit plans.
  • Help identifying an appropriate investment strategy based on your unique needs and circumstances.
  • Evaluation of your plan to help make sure that the components are performing optimally.
  • Assist your benefits staff in complying with all ERISA fiduciary responsibility requirements.
  • Education for plan participants to help them make sound decisions.

Succession planning

  • Selling a business: In conjunction with their tax and legal professionals, as we don’t provide tax nor legal advice, we help clients evaluate the many options to consider in both the sale of a business and how to generate income after the sale.
  • Transferring the business to a family member: We educate on a variety of succession planning strategies clients can use to transfer a business to a family member 





















Access to affiliates 

As a Wells Fargo Advisor Private Wealth Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.