What You Can Expect
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👉Dedicated CFP® & Thought Partner
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👉Personalized strategies covering your Retirement & Business Needs
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👉Business partner who does more than just manage investments
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Services Geared towards:
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👉Small business owners & Solopreneurs generating under $5 million per year in annual revenue
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👉Retirement Services available for Pre-Retirees within 10 years of leaving the workforce
Serving clients locally and nationwide.
I earned my Bachelor of Arts from Northeastern University in Boston, MA.
I'm a CERTIFIED FINANCIAL PLANNER and Member of :
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What happens if you don’t work with a Business Specialist?
👉Feel anxious about your retirement finances.
👉Face uncertainties during economic downturns.
👉Stress out about your taxes.
👉Risk leaving your future to luck instead of planning.
👉Experience regret over missed opportunities.
👉Risk losing wealth during a business sale.
👉Risk making costly mistakes that cannot be undone.
👉Risk getting 'burnt out'
Here to Help You Navigate a Successful Retirement
With my expertise, you’ll feel empowered to make informed decisions.
10+ Years of Expertise
Required to act in client's best interest.
Certified Financial Planner
The gold-standard certification in financial planning.
The Financial Journey feels less stressful with a trusted guide watching over your shoulder.
3 Simple Steps to Sharpen Your Strategy
Take control of your wealth with confidence.
1. Get Business & Personal Report
2. Set Your Financial Goals
3. Execute Your Financial Game Plan
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Provide Basic Financial Data about yourself and the business.
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Set goals for the business, your financial security, early retirement, or all of the above.
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We create your game plan for retirement covering business exit, personal investments, tax planning and estate plan.
Fee-Only & Fiduciary If you have spoken to a financial advisor before there is a strong chance that you have spoken with a Stockbroker and/or insurance representative who receives a hefty commission check for a product they are selling. The fees of commission-based agents and brokers are tied to specific products and transactions. This model misses completely much of what clients need. Although even commission-based agents can serve their clients in unique ways, product commissions seem a backhanded way to acquire comprehensive wealth management.
Fiduciary
No Commissions. No Surrender Fees. Unlike much of the Financial Industry, I do not sell commissioned products. No Surrender Fees Ever.
Transparency
Independently Owned Because I am not tied to any large Bank, Brokerage, Insurance Company I do not answer to anyone but you.