Typical clients I serve

Tech & biotech professionals/Growing families

Professionals with an annual income over $250,000 or liquidity event
Work in tech, biotech, or media and have equity stock compensation
Focused on minimizing current and future tax bills
Ready to align investments with their goals, investment time horizon, and stage of life
Married with children
Diligent savers that can save over $3,000 per month or have had a large liquidity event (stock/inheritance)
Need help designing and managing a college savings plan

1099 income earners that need help selecting an appropriate retirement plan for themselves.
Need comprehensive planning to establish a investment allocation plan.
Focused on tax planning to minimize tax liabilities.
Ready to align investments with their goals, investment time horizon, and stage of life.
Review life insurance needs and options.

Had a successful career and now looking for a more balanced lifestyle with investable assets over $3 million.
Need help identifying if I'm financially independent and if not, how to get there.
Need help designing a financial plan to support your lifestyle and income needs.
Focused on minimizing current and future tax bills.
Understanding 401K/IRA distribution requirements and tax-efficient distribution strategies.
Need help navigating healthcare and Medicare.
Need help understanding Social Security income.