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You are excellent at making money.

Managing that money is not your strong suit. Not only is time an issue, but your strength of thinking big picture doesn’t always mesh well with the detail required to most efficiently manage your wealth. The overwhelming amount of information that you’ve either researched yourself or processed from your friends and family has, at times, delayed when you should have taken action. Your professional outlook is very promising. The outlook of accumulating wealth is somewhat confusing.

Your concerns entail some or all the following:

Financial Planning and Investment Management

Uneven cash flow from commissions

Planning for a career change

Retirement, Brokerage Accounts, and Education Savings

Stock Options





Mitigating Tax Liability

Balancing tax savings now with income tax planning for later

Deduction considerations

1099 opportunities

Estate and Probate Tax considerations

Estate Planning

Trust considerations

Wills, Power of Attorney, Health Care Proxy

Gifting Strategies

Risk Management

Maximizing your company benefits

Needed additional coverage for untimely death, disability, long term care

Wealth transfer