What I do
I help corporation owners and their families achieve success.
How I do it
I work with your accountant to create a framework for decision-making that give you the best chance of financial success. My plans are based on facts, not opinions. With my framework, you can focus on your business while I work with your accountant and lawyer to help you succeed.
What makes me different
It’s all about the numbers. I am a data-driven financial planner, always looking for ways to refine and improve. How do you know if we should talk?
• If you are not taking your first $170,000 of income from your business as salary, we should talk.
• If your current advisor has never spoken to you about buy/sell agreements, we should talk.
• If your advisor has never brought up holding insurance inside a corporation, we should talk.
It’s not that your current advisor is necessarily bad; financial planning around corporations adds a new layer of complexity that the average advisor is ill-equipped to handle.
I believe in preparation over prediction. My Safety First approach focuses on preparing for worst-case scenarios in the market while still taking advantage of the growth investing can provide.
This website will walk you through my no-cost, no-obligation process to show you exactly how I help create a successful retirement. I am not the right fit for everyone, but learning my process will give you a framework to evaluate other firms you may be considering and help you decide to work with me confidently.