I enjoy working with professionals, business owners and individuals; focusing on helping them transform their financial future by achieving their personal-financial goals.

My experience tells me that professionals are focused on their profession and business owners on growing their business. This doesn't even begin to scratch the surface of dealing with the events (birth of a child, aging parents, changing jobs/professions later in life) that life throws at you. Thus, leaving little to no time to focus on your finances and how they relate toward achieving your goals. It's my job to help you bridge that gap between your goals and financial resources.

Can you relate to any of these?
- Having to play catch up for retirement due to a setback?
- Worried about maintaining your standard of living in retirement?
- Can my retirement/savings survive another market downturn?
- Is my family protected if something happens to me?
- What happens if we need extended care at home or have to go into assisted living?

If so, we use an established process to evaluate your case individually. Working together, we create personalized comprehensive strategies around your specific circumstances to help protect your family, your legacy and to help you reach your financial goals.

I serve professionals, business owners and individuals nationwide.
Contact us at (913) 350-2380 to schedule a call.