I work with families and individuals who want a thoughtful advisor invested in where they are headed, someone they can reach directly and build a real relationship with over time. Most fall into one of three groups, and each one calls for a slightly different kind of planning.
You are building something meant to outlast you. That takes more than good intentions. It takes the right structures, the right conversations, and a clear picture of what you want to leave behind. I help families coordinate estate planning, gifting, and education funding so wealth passes the way they intend.
The years right before retirement carry the most weight. Your savings rate, your tax strategy, when you claim Social Security. Getting these right can change what retirement looks like. I help pre-retirees build a transition plan that covers income, healthcare costs, Social Security timing, and how the portfolio is positioned, well before they need it.
Planning for a loved one with special needs is one of the most important things a family can do, and one of the most nuanced. Benefits eligibility, trust structures, who steps in down the road. These take careful thought. I work with families to protect their loved one's long-term security without putting the government benefits they rely on at risk.
That is exactly what a first conversation is for. A 30-minute call costs nothing, and it tells you whether we are a good fit.