Extensive experience helping clients progress toward their financial goals by combining sophisticated financial planning with expert investment management solutions that are always tied together to ensure the highest probability of successful financial outcomes.
Specialties:
1. Implement investment portfolio strategies around client objectives.
2. Utilize tax management across taxable and non-taxable accounts to minimize taxes.
3. Coordinate cash flow requirements between client portfolios.
4. Review estate planning strategies.
5. Explore charitable giving strategies.
6. Interact with the client’s tax and legal advisors to synchronize advice.
7. Review and recommend asset protection tools (e.g. life insurance, LTC insurance).