Managing Partner, Wealth Advisor
CurrentWe help guide middle-class millionaires in their journey to work towards becoming and staying financially secure in retirement. We assist families in gaining and maintaining clarity and confidence using our five-step approach, which has been perfected over 30 years. It's a big step to retire or sell a business, which is why you don't want to trip over it. We guide professionals and families in becoming organized and prepared for the third stage of life.Services:Financial PlanningOur team of financial advisors will design a plan to evaluate your current financial situation and help direct you toward true financial freedom.Retirement PlanningWe’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-steps process.Tax PlanningOur team reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.Investment ManagementOur disciplined, time-tested investment strategies provide your portfolio with proactive service you need to pursue your goals.Estate PlanningOur estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.Ed Slott’s Elite IRA Advisor Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice. Ed Slott and Ed Slott’s Master Elite IRA Advisory GroupSM are not affiliated with CWM, LLC.