Recommend Tweet Linkedin

Wealth Management*

Every financial situation is unique.  That’s why it’s so important to find out as much as we can about you and your financial goals.  Our process involves taking the time to discuss your hopes, dreams and objectives — the things that really matter to you.

Analyze and review your needs. We live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals.

Develop and implement a strategy to help you achieve your goals.  Based on our conversation and analysis, we will recommend a portfolio of products that can help you achieve your financial goals.   We can also coordinate your insurance and financial activities for you with the other trusted members of your team of financial, tax and legal advisors.

Monitor your financial plan's progress.  Your needs and situation will change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes.  We will work with you over the years to help keep your program on track with your changing needs.

We integrate a variety of financial planning services to help my clients to achieve financial success:

Personal Services:

  • Cash flow analysis & budgeting
  • Needs analysis
  • Goal setting & plan development
  • Portfolio construction & management *
  • Retirement planning
  • Life insurance & legacy
  • Elder care concerns
  • Charitable gifting & philanthropy
  • Financial statements

Business Services:

  • New business planning
  • Strategic business structuring
  • Succession planning
  • Non-profit organization
  • Tax Reduction Strategies

Professional Athletes & the Entertainment Industry:

  • Concierge services through Wealth Management Solutions
  • Work interruption planning
  • NFLPA accredited

Services that we provide in conjunction with our trusted alliances:

  • Royalties & patents
  • Tax strategies
  • Payroll & bookeeping

 

* Offered as an Investment Adviser Representative for Eagle Strategies LLC, A Registered Investment Adviser.