Services
The Right Tools for Your Plan.
My company is powered by Mariner, allowing us to leverage the expertise of seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Additionally, Mariner’s support in technology, compliance, and operations allows us to focus more on what truly matters—building strong, lasting relationships with you.
Comprehensive Financial Advice
My approach begins by getting to know you better so I can provide you with a clear path through every aspect of your financial life, including investment, retirement, college, cash flow, gifting, risk management, tax and estate planning.
As a fiduciary, I am committed to putting your needs and interests first.
I aim to deliver transparent, easy to understand and comprehensive financial advice.
Diversified Investment Planning
I help to create and maintain your wealth portfolio through a properly diversified investment approach, rooted in low-cost investment options, utilizing tax planning strategies to help minimize taxable consequences when possible, so we can seek to increase your long-term growth potential while also seeking to reduce your overall volatility.
After we identify your objectives, investment return targets, and an appropriate level of risk, we work to ensure your customized investment portfolio is optimized through continuous monitoring, opportunistic rebalancing, and active tax loss harvesting.
Total Balance Sheet Management
My advice goes far beyond investments and what I believe traditional financial advisors deliver. My goal is to ensure no stone goes unturned in helping you define your financial and life path. I dive deeply into the granular details of your balance sheet, evaluating assets, liabilities, and every facet of your total net worth, while proactively offering strategies that seek to provide return optimization and liability and expense mitigation.
Insurance
With the help of highly experienced insurance consultants, I will help you evaluate your personal risk/liability needs and then recommend solutions to fit you and your family’s needs.
Planning for:
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Estate Protection
- Small Business Insurance Needs
Tax & Estate Planning
I believe in working together with you and your CPAs and estate planning attorneys on strategies to help minimize your taxes and maximize your potential wealth transfer. Coordinating joint meetings and collaborating with your most important financial professionals produces a well-thought out plan that helps align all the priorities in your plan. My goal is to help ensure your wishes are carried out in the most efficient manner possible.
- Review and advise on wills, POAs, and trust documents
- Discuss and assist with charitable planning and gifting strategies
- Discuss and assist with generation-skipping wealth transfer strategies
- Review your tax return and guide you with the most current tax strategies
Asset allocation, diversification and other investment strategies cannot ensure a profit or protect against loss in a declining market. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment or planning strategy will be successful.