Brief Product/Service Overview:
I work with business owners to design and manage retirement plans, conduct informal business valuations, and review buy sell agreements, ensuring their business supports both long term growth and personal financial goals. From 401(k), SIMPLE IRA, and SEP IRA plans to executive benefit strategies, I help structure tax efficient solutions that benefit both employers and employees.
I also serve high income professionals and families, simplifying wealth management through personalized financial planning, equity compensation guidance including stock options and RSUs, and 401(k) rollover support.
Whether you are optimizing a business retirement plan, evaluating your company’s value, planning for a future exit, or creating a long term financial roadmap, I provide guidance at every stage so you can move forward with clarity and confidence.
Let’s connect and create a plan that strengthens your financial future.
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