Fee-Based Financial Planning

When you want a financial plan built with your goals and interests put above all else, it’s a good time to engage with me as a fee-based Financial Advisor.

I’ll be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of my services, I’ll let you know upfront about that, too.

Under this fee structure as an Advisor with WMC, I will act as a fiduciary, so I serve a legal and moral responsibility to place your interests first. I’ll work with you to understand your unique circumstances and provide expert guidance in the creation of your personalized financial plan.

If it makes sense for you, my role can go beyond planning to help you find the best insurance products, brokerage, advisory and/or private client platform solutions to put your plan into action.

Making smart decisions about your wealth, whether you want to grow it, protect it or both, starts with a broader perspective and sound thinking. Here’s my unique way of thinking when it comes to helping you make important financial decisions.

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.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

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