Personal Wealth Management

I provide comprehensive wealth management strategies to help you grow, preserve, and enjoy your wealth, including:
  • Retirement
  • Cash flow and budgeting
  • Investments
  • Estate planning
  • Debt service
  • Business planning
  • Employee benefits
  • Stock options
  • Big purchases
  • Major life events
  • Risk management and insurance
  • Tax minimization
  • Access to Morningstar wealth managing service

A Process Based On Your Goals
My recommendations are not tied to a multinational or even regional company’s sales objectives. Rather, they are founded on your goals, both personal and financial. Because your goals are central to the work I do with you, I have created a process to discover them, then design and implement the financial and investment plans to help you reach those goals.

Fees

As with anything in life, you should know how much you are paying your financial advisor and for what. As an independent advisor, I do not tie fees to the sales objectives of a multinational or regional company. Rather, they are based on the services you receive.

Investment Advisory Services
A percentage fee based on your total assets under management for investment plan implementation, ongoing monitoring, and periodic reviews.

Financial Planning and Consulting
Typically a flat fee, but can be hourly for complex situations. For the flat fee, hours are tracked, and the charge will be the lesser of the hourly fee or flat fee.

Retirement Plan Consulting
Any combination of a flat fee, hourly fee, or annual percentage fee based on total assets under management.

Let’s Get Acquainted
I offer a complimentary meeting to discuss how I can help you.
Schedule Now
<strong>Let’s Get Acquainted</strong>