Generally people come to me not understanding where to begin. Perhaps they have not started saving, and just want help with the first step. Sometimes they feel they have made a mistake and want something reviewed. Sometimes, they just want to know everything is ok or where they should make an adjustment. Possibly you need help with what to do with a 40lk because you have changed employers or are thinking about retirement. Sometimes your question surrounds the transfer or gifting of assets to children.
I have a passion for helping you understand budgeting and the strategic options with social security in combination with pensions, retirement savings and taxes. I love helping get answers, or products to solve challenges with income, or taxes or protecting or transferring wealth. My clients often comment that I explain things so that they understand. So, my first goal it helping you figure out the real question or challenge and then helping you solve for that and then working out from there. We can build an in depth financial plan or help with something simple. I look forward to helping you answer questions or meet challenges in you financial life. Sometimes the challenge is not you, but your children or parents. Sometimes you are not sure if you did something right and just want a second pair of eyes to review it. Whatever it is with your financial life, I look forward to helping you or assisting in finding another professional that may be appropriate for your question or situation.