Having been a professional financial advisor for 40 years, I work closely with business owners and individuals who are seeking a comprehensive solution to their complex financial lives. Building wealth outside of the business is an important part of the planning I do. Whether it is protecting against the early death, unfortunate disabling event, or living too long and avoid the catastrophic expense of long term care, I have developed the expertise to assist in legal and financial advise with other trusted advisors as a team member. I work with a variety of retirement plans and lifetime income strategies that provide the peace of mind for financial security for multiple generations and succession for businesses. I may not have all the answers to your problems, but I am willing to listen and advise as if I were in your shoes. If we cannot find a solution, I am willing to see if we can create one.