You have worked hard, saved diligently and built a sizable portfolio. You want it to last your lifetime.
You have many years ahead of you and plan to travel, see family and friends, and generally enjoy life.
You want to be smart with your money to maintain your independence, dignity and freedom.
I’ll take the time to get to know you and what is important to you before we look at your financials.
I’ll build a diversified portfolio of investments that aligns with your personal beliefs on how your money should impact the world.
I’ll create a complete financial plan to increase your net worth, provide sufficient income, protect your assets, and share your wealth.
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