Biographical Info

With over 70 years of experience our focus will be on minimizing taxes, both currently and in the future. We will develop a detailed plan of where your retirement income will come from and will ensure that your funds will last your lifetime. We create investment portfolios appropriate for a client’s risk tolerance and financial goals, with a focus on protecting against market fluctuations. We keep clients focused and invested through good markets and bad. We will complete a risk assessment and stress test the detailed plan. We work with clients to ensure that they have proper wills, POAs and personal directives in place, as well as a tax efficient estate plan to pass assets to loved ones and important charities. We also work with our clients’ children to ensure that they are set up for financial success.