My Services

Do you have a step-by-step-plan to leave your business?
How about a strategy to create the future you envision?

The right transition plan can help you exit your business or career in style, with more financial confidence and less ambiguity.

A plan to take you from here to there

How are you going to transition from your busy life as an owner-operator or executive to a comfortable retirement? Someone has to do the hard work while you keep working hard; you don’t have the time for a second career as a financial advisor.

You can turn to me. With 30 years of experience, I can be your "quarterback" and help you plan the transition from where you are now to where you want to be next.

A time to organize your financial life

When you leave your office with your financial life in order, you can free your mind to focus on that next big project - whether it is improving your golf or tennis game, bettering the community, or following a new passion into a new venture. I can assist you to map out a long-range income and asset management strategy so that you may freely pursue your dream.

A resource to tap when you need it

With time at a premium, determining the path of your exit may be far down on your to-do list. Let me make it my priority. I may have some strategies that may work for you. I may be able to show you methods to potentially defer considerably more salary, increase tax advantages, and enhance the attractiveness and value of a business.

I understand that with your busy schedule, you may not have the time or inclination to plan your transition or your financial future on your own. If you are looking for a true professional who will devote time to it and make it a priority, I invite you to contact me today.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck