Strategic Options Revealed
We'll explore everything that is relevant to your financial picture. Some examples include your goals and concerns, savings and spending strategies, investment accounts, insurance needs, Roth IRA conversions, Social Security strategy, tax efficiency, estate planning strategy, solo 401(k)s, group 401(k)s, and streamlining your business cash flows.
I'm happy to work alongside your CPA or estate planning attorney to ensure the best outcomes for your situation.
The financial planning process is highly educational. You'll have enough information to know your options. I'll be a supportive and objective sounding board as you make decisions that will be consistent with your best life.