Brief Product/Service Overview:
I am a Financial Advisor dedicated to making wealth management simple and effective. I specialize in financial planning, equity compensation strategies, and 401(k) rollover options for individuals, couples, and small business owners. Additionally, I help businesses set up and manage retirement plans, including 401(k), SIMPLE IRA, and SEP IRA, ensuring both employers and employees benefit from tax-efficient savings strategies.
My goal is to bring clarity to complex financial decisions, providing personalized solutions for retirement planning, asset consolidation, stock-based compensation, and business retirement plans.
Whether you're thinking about rolling over a 401(k), optimizing equity compensation like stock options or RSUs, structuring a long-term financial plan, or implementing a retirement plan for your business, I provide guidance at every step to help you build lasting wealth with confidence.
Let’s connect and create a plan that strengthens your financial future.
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