How We Work
Your First Conversation with Us
We start every relationship with a complimentary meeting to understand your goals, answer your questions, and see if we’re a good fit. No cost, no obligation, and no financial details required until we mutually decide to move forward.
In this conversation, we will:
- Understand what brought you here and what’s on your mind.
- Make sure our philosophies align.
- Discuss what working together looks like.
Who We Work Best With
I work primarily with family-focused professionals and business owners—many rebuilding after the end of a marriage. My clients are men ages 40–60 who earn over $250,000 a year and have saved at least $1 million. They value responsibility, clarity, and thoughtful, conservative strategies. Beyond numbers, the best client relationships are built on shared values:
- Coachable and open to advice
- Responsive and proactive
- Honest about goals and concerns
- Committed to taking action
- Focused on building a lasting legacy
How We Help You Thrive
Financial planning isn’t just about investments—it’s about having a coach and guide who helps you see the whole picture. Our goals for every client:
- Protect against your biggest financial threats.
- Build wealth more efficiently, with less tax drag.
Our comprehensive services include:
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
- Life, Disability, Long-Term Care Insurance
- Property & Casualty Insurance
- Cash Flow Management & Budgeting
- Personalized Financial Websites
Our Credentials and Commitment
When you trust someone with your financial life, credentials and ethics matter. As a Certified Financial Planner™ professional and fiduciary, I am committed to putting your interests first, always.
Designations:
- CFP® – Certified Financial Planner™
- ChFC® – Chartered Financial Consultant®
- CLU® – Chartered Life Underwriter®
- RICP® – Retirement Income Certified Professional®
Professional Affiliations:
- MDRT – Million Dollar Round Table
Fiduciary Standard:
We act solely in your best interest, with full transparency and disclosure of all conflicts of interest.