Personalized Wealth Management
for every stage of your career
Wealth Management is an ongoing process that needs to be continuously monitored and adjusted. Together we'll focus on your entire financial picture including investments, retirement, cash flows, education, insurance, taxes and estate planning.
Using a holistic view of your entire financial life, I'll provide you with personalized advice with actionable steps to achieve financial success. Some of the areas we may cover include:
- Employee Benefits
- 401(k), IRA, Pension, Deferred Comp, Stock Options
- Student Loans & Education Funding
- Retirement Income & Tax Analysis
- Cash Flow, Debt Management & Budgeting
- Social Security Optimization
Rather than a one-size-fits-all approach, you'll receive tailored investment solutions to meet your unique financial needs.
Using a combination of passive and active management strategies, we'll focus on minimizing investment fees and maximizing your after-tax returns.
- Institutional Portfolio Managers
- Tax-Loss Harvesting & Portfolio Rebalancing
- 24/7 Investment Access at TD Ameritrade Institutional
Retirement & Income Planning
A guided financial plan using interactive technology
Achieve An Early Retirement
We use an ongoing, interactive financial planning process that starts with listening to you. What do you care about? Where are you headed? The fundamental purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most.
We'll work together to develop an actionable financial plan that will help you maximize your finances so that you can achieve financial freedom. You'll receive 24/7 access to your client portal where you can interact with your financial plan and see how alternate decisions can impact your goals.
Your financial plan will aggregate all of your financial accounts in one place so that our plan is always up-to-date. We'll continually monitor, update and review your plan with you.
- Sophisticated modeling of long-term cash flows
- Benefits and compensation elections
- Social Security strategies
- Medicare and health care selections
- Tax-efficient retirement withdrawal strategies
Personalized Investment Management
Wealth accumulation & investment strategies to achieve your goals
Maximize Your Investment Strategy
Investing is an important part of any long-term financial plan. Our focus is not on timing the movements of the market, but rather crafting long-term plans to meet your goals. We rely on a due diligence process to regularly monitor investments and make changes when necessary.
Together, we'll identify your comfort level regarding risk, time horizon, income needs and goals. We'll then develop a personalized portfolio consisting of tax-efficient and low-cost investments.
A proactive, disciplined investment process is imperative to ensuring you capture market returns over the course of your lifetime.
- Creation and regular review of asset allocations
- Integration of equity and benefit plans with the overall portfolio strategy
- Assistance with implementation of investment strategies
- Regular review and investment performance reporting