For Retirement Plan and Institutional Clients: I work with for-profit and non-profit organizations to develop workplace retirement plan benefits (401k's & 403b's) that improve your employees' retirement readiness, create sound fiduciary governance practices that reduce your organizational and personal liability, and reduce platform costs / improve investment structure. Institutional entities also ask our team at Guidance Point Retirement Services to invest funds for them through endowments, foundations, defined benefits, or capital reserve accounts. For those that look for Personal Financial Advisory services: I work with you to identify the key elements to your retirement life and help you to identify what a successful retirement looks like. By establishing YOUR goals first, we then map out your financial resources to put together a plan to make a better life happen for you. This is different from a traditional financial planning model where your financial assets are budgeted to avoid running out of money in your life. While this is very important and we still perform this activity, we don't believe external forces such as market returns should be THE driver of how you live in retirement.
Listed skills include Portfolio Management, Wealth Management, 401K, Investments, and 25 others.
