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
   

    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.

 

 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.

 

 

 

 

 
 
 

XXXI live in Walnut Creek, California with my 2 children, both of whom are engaged in competitive sports nearly year round.  Come out and see one of our teams play!!!

 

 

 

Additional information available on my Facebook page.