Certified Financial Planner
CurrentI love my job as a financial architect! Its my job to take your vision of the future and draft a blueprint to get you there. I work with business owners to help them create, implement, and manage long-term financial strategies. Additionally, I assist individual investors who don't have the time or desire to manage their investment portfolios or wish to work with a fee-only financial planner.A few examples of what I do:* Assisting new private practice dentists, chiropractors… Show more I love my job as a financial architect! Its my job to take your vision of the future and draft a blueprint to get you there. I work with business owners to help them create, implement, and manage long-term financial strategies. Additionally, I assist individual investors who don't have the time or desire to manage their investment portfolios or wish to work with a fee-only financial planner.A few examples of what I do:* Assisting new private practice dentists, chiropractors, and optometrists design and implement a long term financial plan, taking into account their practice goals as well as debt, cash flow, investment, tax, and succession strategies* Assisting business owners with both individual and company-sponsored retirement plans (think 401k, IRA, etc) as well as buy-sell agreements and risk management strategies* Assisting individuals nearing or at retirement with retirement income strategies to include social security planning and rollover planningThe above are just a few examples of what I do. If you want to learn more, I can apply one of my best skills: listening. I love talking to new people about what they need help with and providing strategies, whether it be on their own, through a business relationship with me, or with another colleague that may specialize in that area. Show less
