I specialize in serving business owners, executives changing careers, pre-retirees, and retirees. While each faces unique financial challenges, depending on where they are in life, many share similar concerns: confidently planning for retirement, lowering their tax liability, and minimizing their investment risks.
My goal is to help you coordinate and integrate your financial concerns into a cohesive plan through a Biblical worldview, educating you on your opportunities and strategies so you can feel more confident in your future. My services include:
Avoiding short-lived investment fads, I focus on market efficiency and sound economic philosophies. I also take your tax situation into consideration in an effort to maximize your after-tax return.
I help you formalize and prioritize your goals, evaluate your entire financial picture, and develop a customized plan designed to guide you toward your objectives.
I seek to help you identify opportunities for building a consistent income that will last throughout your retirement years. I can also offer advice on maximizing employee benefits, Social Security, 401(k) rollovers, and other complex financial elements of retirement.
I can help you articulate your estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.
Cash Flow Analysis & Tax Planning
Working with your CPA, I guide you through a full range of tax planning decisions with strategies designed to minimize your tax liabilities and maximize their cash flow.
Many families and couples may want to help pay for their child or grandchild’s future college tuition. I can help you evaluate educational plans that allow you to simultaneously save and plan for your retirement.
Few things can erode your savings quicker than potential long-term care, long-term disability, or a premature death. I can help you evaluate what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.