What's my role and what do I do?

The term "Financial Representative/Advisor/Planner" is used by different companies in many different ways. When I share what the opportunity I have been given to bring hope, joy, and peace looks like, I often start with what my role is not.

I'm not...

  • the insurance guy (helps with the defense)
  • the investment/retirement guy (helps with the offense)

What I am is a Holistic Financial Planning Coach.

Holistic because I look at all the factors not just a segment of them. Financial because I provide specific financial products, solutions, and counsel. Planning because the backbone of what I do is grounded in our planning process. Coach because my job is to make sure everyone on the team is focused on the same winning goal. When, if, and where there are gaps, it's my job to spot them and offer/provide solutions to fill them.

My practice is structured around analyzing all four major financial areas:

  1. Financial Protection – Disability, Life, Long Term Care Insurances & Emergency Savings
  2. Financial Production – Debt Reduction, Life Event Savings (cars, houses, babies, college, weddings, etc.), & Investments
  3. Financial Provision – Receiving back from available Retirement Accounts in the most Tax Efficient Way
  4. Financial Legacy – Generously and Strategically passing on Finances to the Next Generation 

I look forward to learning more about you, your family, and/or your business and seeing how I can help.

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.

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

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.

Couple reviewing calculator and retirement planning

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.

Daughter laughing on father's shoulders

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.

Mother laughing while reading to two children on couch