Because you have a business to run!As a wealth advisor and LPL financial planner who focuses on the financial complexities faced by small business owners, I am able to save them time and help instill confidence in their investments. Ultimately, I help them optimize their business and personal financial resources to be in a position to capitalize on opportunities that may arise.You are working hard to grow your business – too hard for it to only be a “job” providing you and your family income. When you are ready for your next adventure, you may want that business to be an asset that can either be passed on to another family member or converted into wealth. However, the wealth of a business does not result in a single “harvest” at the end of your career. And, if you wait too long to harvest, the crop may have disappeared!I help my clients know when and how to properly “harvest” the wealth that is growing in their business in pursuit of their personal financial goals. However, that harvesting can be very costly if not handled appropriately. My education and experience in financial planning, investing, and accounting allows me to see the full financial picture and tax consequences. I can help guide you on making good investment decisions and knowing when that investment needs to be reconsidered – whether the investment is putting capital back into your business or into your personal portfolio. We’ll also closely look at the tax ramifications from both the business and personal perspective striving to make the overall best decisions for you and your family.Whether you’re looking for your first wealth advisor / financial planner or a different perspective from your current wealth advisor / financial planner, please feel free to contact me so that together we can get you focused on running your business and not so much on trying to figure out how to run your finances!Specialties: Wealth Advisor, Financial Planner, Financial Advisor, Financial Planning, Wealth Consultant, Wealth Manager, Tax Reduction, Tax Planning, Income Tax, Estate Planning, Investment Management, Asset Preservation, Succession Planning, Asset Diversification, Risk Management, Insurance PlanningThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Tax Reduction, Investment Management, Estate Planning, Business Succession Planning, and 14 others.
