Financial Advisor to Families and Small Businesses

Welcome to my website. 

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.

 

 

 

 
 
 Articles of interest frequently posted on my Facebook and LinkedIn pages.

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