Families

How We Help Families:

I enjoy nothing more than getting to know and help the families I serve.

We start with conversations about what you want for your family - the life you’re building, not just the numbers behind it. From there, we design a plan that’s realistic, flexible, and built to grow with you.

As an old Chinese proverb says, “The best time to plant a tree was twenty years ago. The second best time is now.”

Financial planning works the same way - the earlier you start, the stronger your roots will be when life changes, but the best time is now.

FOCUS

Life and Disability Insurance

My approach starts with life and disability insurance as its foundation. If we create the best plan, but your income stops prematurely, we have done your family a huge disservice, and my primary goal is to make your family financially bulletproof.

Retirement Planning

Next comes retirement planning. What does retirement look like and what do we need to thrive in retirement? Those are the questions we explore, and then we create a road map.

Staying Retired

How do we ensure that, once retired, we stay retired, and aren't rejoining the workforce out of necessity? How do we weather bear markets? How do we make sure we're not overspending? We'll get there together.

Education

Whether we're planning for primary, secondary, college, trade school, whatever, having a plan is important and can have huge tax advantages.

Tax Controlled Planning

A key part of the discussion is how to save and plan while having the most control over taxes.

Estate Planning

What happens when we're called home? How do we make sure our children benefit from our successes while remaining true to their upbringing? How do we support the charities closest to us? This is all discovered during our relationship