I am a CERTIFIED FINANCIAL PLANNER™ with expertise in working with Physicians, Business Owners & Professionals with a focus on Financial Freedom & Retirement Planning that includes effectively reducing debt, right sizing insurance, growing investments, effective tax strategies, coordinated estate plans, and more.I have been helping individuals for over 20 years and have developed expertise in using tax strategies to expedite retirement plans. My practice focuses on helping families and individuals invest and prepare for the future, whether you are self employed or an employee.Have you thought about the following:► If you stopped working today, would you or your business generate enough income to live on?► Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn, like we just experienced when Covid-19 was officially declared a pandemic back in March of 2020.► When it comes to retirement, have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle?These are some of the many questions that I can help you solve.Through my evaluation process, I develop a deep understanding of our clients - not just as investors, but as individuals. I analyze each client's objectives and develop a comprehensive strategy aimed at achieving their financial targets. I tailor each client's portfolio to achieve both short-term and long-term objectives. I constantly monitor and adjust each client's portfolio. I gauge performance on the achievement of each client's goals, not a market index.If you need help with this, please reach out to me directly here on LinkedIn or email me at eseger@icapitalmgt.com.Specialties: Financial Planning, Retirement Planning, Estate Planning, Risk Management, College Planning, Long Term Care and Disability Insurance, Investment Management, Wealth Transfer Strategies, Fringe Benefit Planning, Independent Financial Advisor.