Financial Advisor to Families and Small Businesses
Business owners face multiple issues of building wealth, retaining key employees, developing a retirement or exit strategy, and managing their family finances.
Likewise, families must keep multiple balls in the air: retirement planning, education funding, protection against unexpected events and legacy strategies.
| Business Financial Strategies | Family Financial Strategies |
|---|---|
| - Qualified Retirement Plans | - Comprehensive Financial Review |
| - Employee Benefits | - Investment Management Strategies |
| - Workplace Financial Education | - Retirement Income |
| - Buy-Sell Funding | - Disability Income Insurance |
| - Key Person Insurance | - Education Funding |
| - Business Continuation and Exit Strategies | - Term, Whole and Universal Life Insurance |
I take a special interest in families, who, like me, face the pressures of assisting aging parents, managing careers, and raising children. Developing and implementing a holistic financial strategy can help relieve the anxiety that comes from juggling these issues.
Working with businesses and non-profit organizations, I help design and implement effective employee benefit and financial education programs. I work with the owners to help protect the business from the loss of key personnel, and devise and help provide funding mechanisms for business continuation and exit strategies.
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