I specialize in helping families who are retired or want to retire in the next 10 years. These include:-Business Owners-Employees who receive Incentive pay (bonus, deferred compensation)-Employees who receive Stock options (ISO, RSU, NQSO, SAR)-Families with taxable investment accounts-Employees with company stock in their 401(k) - NUATo accomplish this, our team works with a limited number of families, taking on about 4-5 new relationships each year. This allows us the time to meet regularly with our clients to review their financial plan and investments.We develop a comprehensive financial plan and then coordinate your tax, estate, insurance, and retirement planning with your CPA, attorney's, and other professionals to ensure that they are working toward a common goal. If you don't have a team, we will help you build one. ● Attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016.● My goal is to partner with you to be good stewards of the resources you have while helping you live free from the constraints that money so often puts on people. Specialties:•Comprehensive Financial Planning including retirement, estate, college and insurance. •Advising business owners in the areas of employee benefits, succession planning, and cash flow. •Executive benefits such as stock options/restricted stock, deferred compensation, and incentive pay. •Individual Retirement Analysis•Portfolio design and implementation.