Whether you are planning for retirement, buying a new home, saving for college or selling your business, we can develop a financial plan that will address it. Once we have your plan in place, we will help you navigate economic and market currents with a portfolio designed to address both risk and performance, making necessary adjustments along the way to provide you with the best chance of success.

Your business is most likely your largest single asset and represents far more than just the income it generates. While most advisors fail to recognize this, I know that your business means much more to you and your family. Drawing upon my own personal experience, I also know how important it is to have a well-designed plan and preserve the value you’ve created. Our team brings experience in providing lending services, structuring and funding buy-sell arrangements and ongoing cash management, as well as developing and implementing the right retirement plan for you and your employees. And, a financial advisor with the Certified Exit Planning Advisor designation, I can give advice when you decide to transition from your business, whether by outright sale to a third party, an Employee Stock Ownership Plan (ESOP) or transfer of ownership to a family member.

With women, on average, living longer than men and divorce rates still high, an estimated eight out of ten women at some point become solely responsible for their financial well-being.1 While women have made great strides over the years, we have also seen firsthand the challenges and opportunities they have encountered. That is why we have dedicated our practice to offering specific advice and guidance tailored to the needs of independent women including offering women-only seminars, with women guest speakers, on a variety of financial topics.

Whether it is estate issues, insurance questions, situations regarding blended families, planning for college, philanthropic strategies or simply providing education and resources to the next generation, our team is prepared to help. We have the knowledge, experience and resources to help you and your entire family now and in the future. Even when it comes to buying a new car or boat, remodeling a home or buying a new one, we are committed to providing you with service that anticipates and addresses all of your financial needs and goals.