I help professionals and business owners make smarter financial decisions — ones that protect income today and build long-term wealth for tomorrow.
As a licensed financial advisor, I specialize in:
• Tax-advantaged investment & retirement planning
• Strategic insurance design (including cash-value and infinite-banking concepts)
• Real estate and passive income alignment
• Simplifying complex balance sheets into clear, actionable strategies
Clients typically book 30–45-minute calls to:
✅ Clarify tax-efficient retirement strategies
✅ Evaluate insurance & cash-value opportunities
✅ Structure self-employed or investment income
✅ Identify ways to grow and preserve wealth efficiently
Even if you already have an advisor, I can help you spot blind spots, compare strategies, or stress-test your financial plan — all in one focused conversation.
I offer evening and weekend availability for busy professionals.
