Many people who trust me to guide their financial strategies find it unusual that my early career was in the recording industry. Both professions have much in common. A recording engineer must listen carefully and blend vocals and instruments together for the listener’s optimal enjoyment. When it comes to successful financial strategies, it is about more than just the investment portfolio. I focus on the harmonization of your financial vocals and instruments and make sure they are working together for the maximum benefit of your family. These instruments include:Lifestyle Management: Often two families with identical incomes or assets, have different ideas of the income needed to support their lifestyle. I can offer you unbiased professional scenarios regarding your levels of spending, savings, and investments. Risk Management: Bad things do happen to good people. What unexpected events, such as disability, job changes, accidents, illnesses, lawsuits, or family emergencies could prevent you from maintaining your financial confidence? How can we minimize the impact of these? Asset Management: Along with the lack of proper asset diversification, many people overlook significant tax benefits from the correct placement of different asset classes in tax deferred accounts such as retirement accounts vs. taxable accounts. Both the accumulation and the distribution phases need to be taken into consideration.Estate Planning: In addition to a will many people do not realize estate planning encompasses things such as your Power of Attorneys, Prenuptial Agreements, Deeding of Real Assets, and Trusts. A financial tune up could make a significant difference in your overall success and confidence. I encourage you to call me at 615-653-0361 for a brief conversation.