1777 Botelho Drive
My business is built on a foundation of thoughtful client relationships and a holistic style of practice management.
Planning is my passion.
The dynamics of life and the financial markets share a consistent theme; they are constantly changing! Unfortunately, the changes are not always in our favor!
Through my professional financial practice, I enjoy working with clients seeking advice to improve their potential for long term financial success, by creating a dynamic financial strategy that will offer alternatives and stability during life or market challenges.
I have access through strategic partnerships to offer real value for your scenario in an array of areas, such as, Estate and Trust Planning, Tax Planning and Tax efficient Investment Solutions, Real Estate and various Mortgage Financing Options, Actively Managed Investment Platforms, and Retirement Income Strategies.
Mutual Understanding is a primary component to a successful client experience.
Inventorying Your Possessions
Insuring Your Business With a Buy/Sell Agreement
Orchestrating Your Retirement Accounts