Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Here are my areas of expertise
My areas of expertise include:
- TSP – Strategic advice on contribution levels, fund selection, and withdrawal planning to make the most of your government-sponsored retirement savings.
- Pension Planning – Deep understanding of military, federal, and state pension systems, with strategies to help you optimize income streams and long-term security.
- State Employees – Specialized support for state workers navigating complex benefit and retirement systems.
- Retirement Planning – Creating personalized retirement strategies that blend pensions, TSP/401(k), IRAs, and other income sources to meet your goals.
- Life Insurance Planning – Helping you select and structure coverage to protect your family and future, whether through SGLI/VGLI or private policies.
- Legacy Planning – Guidance on how to preserve and pass on your wealth, including estate planning basics, beneficiary designations, and tax-efficient strategies
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
