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I offer portfolios with an exit strategy. While the specifics will look different for every client, some aspects remain consistent, such as the desire to focus on risk in our volatile market and improve returns using tactical asset allocation. I base my clients’ plans on their specific situation, include their retirement objectives, income streams, and legacy plan.

My primary focuses include:

Investment Management

My clients are focused less on taking risks and more on managing and preserving their wealth. We help clients analyze their income sources and determine how to match them with future expenses.

Income Planning

Income planning is a critical element of a solid investment strategy. A major financial goal is to have a consistent and reliable stream of income that will last throughout retirement. We can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.

These two services go hand-in-hand as I help my clients decide how to invest based on their income plan. Although I specialize in these services, I can also assist with:

  • Retirement Planning
  • Financial Planning
  • Cash Flow Analysis
  • Insurance Planning
  • Other Financial Objectives

I have been through two of the biggest market downturns since the Great Depression and understand how important it is to try to protect against large market downturns. Contact me today to learn more about how you can protect your portfolio over the long-term.