What I Do

Retirement planning is essential not only for your employees but also for your business’s success. I work with small business owners to implement customized 401(k) and retirement solutions that are tax-efficient, compliant, and designed to attract and retain top talent. From plan setup to ongoing support, I help you create a benefit that works for both you and your team.

​Whether you're years from retirement or approaching it soon, having a clear strategy in place is crucial. I offer personalized retirement planning services that consider income needs, investment timelines, and legacy goals. I also help clients navigate estate planning, ensuring your assets are preserved, your wishes are honored, and your family is protected for generations to come.

The right insurance coverage can protect your financial foundation, while smart tax strategies can help you keep more of what you earn. I provide expert guidance on life and supplemental insurance policies and work closely with clients to implement tax-saving approaches that align with their overall goals. It's all about safeguarding your wealth — and maximizing its potential.