The Right Tools for Your Plan.
My company is powered by Mariner Platform Solutions, which gives me access to experienced tax, trust, estate planning, investments, retirement planning and insurance professionals. I rely on them as part of my team when needed to offer you a comprehensive wealth plan that accounts for every aspect of your financial life. Mariner Platform Solutions also provides me with technology, compliance and operational support, which means I’ll spend less time on day-to-day operations and more time working with valued clients like you to help you reach your goals.
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.
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.
- 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
The MPS advisor does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Diversification is a strategy designed to manage risk, but it cannot ensure a profit or protect against loss in a declining market. There is no assurance that any financial or investment plan or strategy will be successful. Investing involves risk, including the possible loss of principal.