I help my clients achieve financial balance by taking a holistic approach to planning. The processes and strategies that I integrate into the lives of my clients are designed to create maximum wealth while enhancing protection against the multitude of financial threats, such as taxes, inflation, lawsuit, death, and disability.
My clients receives a personal website via the Living Balance Sheet, which is a tool designed to organize one’s entire financial life. The carefully maintained personal websites empower me to create a customized financial plan to help my clients and their families achieve financial independence.
This process is constantly evolving and I’ve made it my practice to adapt to my clients’ changing needs, wants, and opportunities.
Education and Training:
- Northwestern University – BA, 2010
- Life and Health Licensed
- Investments, Mutual Funds, and Annuities
- Series 7 and 66 registrations
Specialized Services Offered:
Personal Services
- Retirement Planning
- Estate Planning
- Life Insurance
- Individual Disability Insurance
- Investment Management
Business Services
- Employee Benefits
- Buy/Sell Agreements
- Business Succession Planning
- Risk Management