Thank you for visiting my page,I am dedicated to serving professional athletes, sales professionals, and business owners. Our families recognize the importance of a financial plan and investment process, but lack either the time, knowledge, or desire to do so on their own. I have built my career and practice through hard work and dedication to my clients. The foundation to everything I do is built on a deep understanding of my clients’ goals and achieved through consistent and clear communication.I look forward to connecting with you.Common Areas of QuestionsAccounts: 401k, Roth 401k, Rollover IRA, IRA, Roth IRA, Sep IRA, Simple IRA, Solo 401k, 529, Fee Based, Advisory, Brokerage, Financial PlanningInvestments: Stocks, Bonds, Mutual Funds, ETF's (Exchange Traded Fund's), SMA's (Separately Managed Accounts), Alternative Investments, Asset Allocation, Diversification, Interest Rates, Yield, Cash, CDFinancial Planning: Cash Flow Management, Risk Management, Life Insurance, Disability Insurance, Key Man Insurance, Business Succession Planning, Beneficiary Designations, Tax Planning, Tax Loss Harvesting, Retirement Planning, RMD's (Required Minimum Distributions), Social Security, Estate Planning, Wills, Trusts, Power of Attorney, Healthcare Power of Attorney, Capital Transfer, Estate Balancing, Trust Funding
Listed skills include Mutual Funds, Series 63, Series 7, Separately Managed Accounts, and 13 others.
