I provide tax-efficient financial planning and investment management
What I do
I provide ongoing tax-efficient financial planning and investment management. I also offer project based financial plans and tax preparation services.
Who I work with
I do my best work with people who identify with one or more of these three groups:
In or Near Retirement
Household Income >$250,000
Small Business Owners
How I'm different
I started my own firm to differentiate myself from other advisors. Here's how:
Integrated tax planning and preparation
Most advisors aren't willing or able to give tax advice. I incorporate careful tax minimization planning into all aspects of my services. I also offer full tax preparation services for individuals and businesses because the plan is only as effective as its implementation.
Fees that are clear and fair
I am "fee-only," which means I don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, I charge a flat annual fee that is NOT a percentage of the size of your investable assets. This method greatly reduces conflicts of interest.
Credentialed
In addition to having relevant education, professional and academic experience, I have obtained industry designations focused on tax-efficient financial planning & investment management:
CFP® - CERTIFIED FINANCIAL PLANNER®
EA - IRS Enrolled Agent
Fiduciary
Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, I am regulated solely as a fiduciary. This means I am ALWAYS required to act in YOUR best interest.
Independent
I am a standalone company not affiliated with any banks, brokerages or insurance companies. This allows me to offer truly comprehensive advice without restriction or pressure to make certain recommendations.
Efficient service built around you
I don't have a corner office downtown. I don't have a flashy marketing campaign. I'm not looking to 10x my business. I invest my time and money to provide the best possible service for my clients at a competitive rate.
Next Steps
Learn more About Me
Review my Services and Fees
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Check out my approach to finances in my Blogs and Videos
Ready to meet? Schedule a free Strategy Session