Senior Financial Planner
Current- Helping high-income wage earners with the most important aspects of their life, and giving them the peace of mind from things that keep them up at night.- Helping companies optimize retirement plans, benefit options, 401k/403b plans, and cash balance plans to attract the best talent to build their business.- Investing in strategic ways that are specific to each individual; not cookie-cutter like many others.- Looking at each client's entire makeup: tax savings strategies, multiple asset protection plans, alternative investments, estate planning, succession planning, and leaving a legacy.