For more than 20 years, I’ve specialized in strategic financial planning for business owners, providing a sense of security in planning for retirement, contingency, succession, and your estate. Your team’s talent is vital to the sustained success of your business. With that in mind, I also implement ways to reward and retain your key employees. Simply put, my job is to help you set the foundation for a secure future.
I know that you’re constantly juggling competing demands, and it’s hard to dedicate time to these strategic concerns. Working with me, you’ll understand that I have the utmost respect for what you do, and strive to ma k e the experience all about you. I’ve been called “politely persistent,” and am proud to ensure my clients follow through on these important issues.