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How We Work

We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients’ financial circumstances, goals, and preferences. We then work with clients to help ensure that these investments align with all their other financial considerations.

I provide holistic wealth management for individuals by utilizing the following 5 step, client centered process: Discover, Design, Confirm, Implement and Review.

Please click here for a one page PDF on our Wealth Management Process

Together we identify and prioritize actionable wealth management opportunities. While they may be categorized in different ways, I have found that breaking the wealth management strategies into the following 10 topics as sufficient and manageable: Investment Planning, Tax Strategies, Credit Management, Insurance Planning, Assisting Others, Executive Planning, Business Ownership, Charitable Giving, Retirement Planning and Estate Planning.

Please click here for a one page PDF on our Wealth Management Opportunities



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  888-478-3934