Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. No matter your child’s age, what’s important is that you plan now. With many new college savings alternatives available, it is critical to choose the one that’s appropriate for you.
Insurance and risk management
Your future is bright. One of the most important roles I serve is helping to protect all you have worked to build. As your experienced guide, I will assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you and your family need and deserve.
Whether it’s providing income for a spouse, educating children or grandchildren, or leaving money to your favorite charity, proper estate planning helps ensure that the wealth you’ve accumulated over your lifetime is preserved and used for the purposes you intend. A well-designed estate plan can provide for your heirs, while also streamlining estate administration and minimizing taxes.
Portfolio and asset management
I understand that financial goals are a key component of living out a powerful story. They are an integral part of your daily life and the legacy that follows. Staying current in today’s complex marketplace takes time, research, and agility to respond to changing conditions. I can provide tailored strategies and advanced asset allocation techniques to help meet your needs and lifestyle through traditional methods and creative, sophisticated investment alternatives.
Asset allocation does not ensure a profit or protect against a loss.
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
I am sensitive to tax issues associated with financial planning and investment management, because no one wants to pay more taxes than necessary. The way you generate income, including the sources and timing of your distributions, can have a substantial impact on the viability of your future. That’s why I will work closely with you and your other trusted advisors – accountants or tax attorneys – to make sure things are handled in the most tax-efficient manner as well as help you achieve your financial goals.
Whether planning to build a home by the lake or help your child launch a business, you need a well-conceived plan in order to succeed. As your knowledgeable partner, I provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and well-prepared future. Wherever work or life leads you, I can assist you in managing your cash flow and allocating your resources, helping you reach both your short- and intermediate-term goals without endangering your long-term plans.
You do not have to choose between expanding your company or maximizing your personal time. You can and should do both. You have outside interests and personal goals you aspire to accomplish, and your business is critical to realizing those dreams. Our business consulting services help you plan effectively to fulfill the ultimate goal-balance in work and your life. We offer quarterly coaching sessions and a collection of planning tools that will help you navigate concurrent personal and business growth.