Financial Planner
CurrentYour money should work as hard as you do, so I provide a structured process along with customized financial plans. For many, the number one financial worry is not having enough money to retire. Do you know how much you need?Is it allocated in the appropriate places? Do you know what assets to spend first?As a business owner, this transition is even more complex. Do you have a successor who is a competent leader? Will the business be able to fund your retirement? Is your income protected if you are unable to work? Is there a buy/sell in place and is it funded? With a strong background in estate planning and wealth management, I can create a comprehensive approach that includes trust designs, gifting strategies, business succession planning, generational planning and asset management programs. I will also address your needs for retirement planning, education funding, and family protection strategies.By working closely with business owners, I can help them implement benefit packages, help with continuity planning, and create retirement programs to help them stay competitive. All consultations are private and there is no charge for the initial consultation.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and a separate entity from LPL Financial. • Third 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.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
