Typical clients I serve

Growing Families

Aged 35-55 with an annual income over $250,000
Work in tech, biotech, or media and have equity stock compensation
Focused on minimizing current and future tax bills
Ready to align investments with their goals, investment time horizon, and stage of life
Married with children
Diligent savers that can save over $3,000 per month or have had a large liquidity event (stock/inheritance)
Need help designing and managing a college savings plan
Need help putting together an estate plan for a growing family

1099 income earners that need help selecting an appropriate retirement plan for themselves.
Need help estimating and paying your own taxes.
Focused on minimizing current and future tax bills.
Ready to align investments with their goals, investment time horizon, and stage of life.
Setting up life insurance.

Had a successful career and now looking for a more balanced lifestyle with investable assets over $3 million.
Need help identifying if I'm financially independent and if not, how to get there.
Need help designing a financial plan to support your lifestyle and income needs.
Focused on minimizing current and future tax bills.
Understanding 401K/IRA distribution requirements and tax-efficient distribution strategies.
Need help navigating healthcare and Medicare.
Need help understanding Social Security income.
Need help putting together an estate plan.

Take the first step and schedule a introductory meeting today