The Resources to Manage Today’s Wealth and Plan for Tomorrow’s Future:
I help business owners make work optional. I help busy entrepreneurs make informed decisions about money so they can spend more time focusing on growing their business.
For more two decades I've had the privilege of serving business owners as a Financial Advisor - throughout major shifts in the markets - enables me to develop and implement tailored strategies to help my clients achieve their financial goals, which include making smart decisions about money, mitigating taxes, taking care of family and heirs, protecting assets from unjustly being taken away, and helping magnify their charitable gifts.
I'm passionate about serving my clients and their families’ wealth management needs, I do this by using the following guidelines:
1. To help make smarter decisions in today’s uncertain political, economics, and social environment
2. To provide objective and unbiased financial advice and guidance - with the highest level of integrity and professionalism.
3. To obtain an independent second opinion / stress test from a respected financial advisor in their community
Our services are focused on the following 5 key areas.
Goal: is to produce the best possible investment returns consistent with the client’s time frame and risk tolerance. The reason is to keep their wealth and have enough to fund their lifestyles, whether simple or extravagant.
Goal: To minimize the impact of taxes on clients’ income and investment returns while ensuring the cash flow they need. Taxes can – and do- eat up a great deal of wealth.
Goal: To take care of heirs and other love ones in the most efficient way possible. Given the dynamic interactions of families and the fluid nature of today’s tax environment, the affluent must be proactive with estate planning to have their wealth benefit their heirs as much as possible.
Goal: To help ensure that assets are not unjustly taken. Many affluent individuals worry about becoming divorced or being taken sued – not surprising, given our litigious culture.
Goal: To make meaningful gifts to charity in the most impactful way possible. Many affluent individuals want to make a true difference in the world.