Senior Financial Advisor
CurrentMy mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. If you're like most people, securing a comfortable retirement is near the top of your financial priorities. Whether you're an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit without jeopardizing the company's bottom line, I can help you navigate the complex choices available to you. I offer assistance with a comprehensive array of retirement plans, including IRAs and IRA planning, self-directed IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.I can also help you review or develop an estate investment plan to simplify the transfer of your estate after death. Proper estate planning utilizes lifetime gifts and trusts to potentially reduce your estate tax liability. I can work with you and your other professional advisors - including your CPA and attorney - to develop a strategy that is most appropriate for your circumstances. By taking steps today to review your will and estate documents with your professional advisors, you could protect your heirs from substantial delays, fees and taxes. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
