As a Financial Advisor; I strive to provide unparalleled service, care and level of professionalism to our clients and their families. With an in depth understanding of the unique challenges and opportunities clients face; I will work with you to develop an effective and tailored strategies designed to help you pursue your short- and long-term financial goals. I have significant experience advising executives, company founders, entrepreneurs, and multi-generational families regarding multiple facets of their financial lives.
Areas of Focus**
— Retirement Income Strategies
— Sustainable and Responsible Investing
— Intergenerational Planning
— Retirement Planning Strategies; IRAs, 401K, Profit Sharing etc.
— Wealth Preservation Strategies
— Estate Planning Strategies
— Employee Stock Options
— Small Business
— Retirement Plan Distribution
— Tax Planning Strategies
— Saving for Education, e.g. 529
Membership Level: Small Business (1-25 employees)
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