4016 Townsfair Way, Suite 202
Advising since 2003
Glad you made it here. I look forward to meeting you.
Below are the details of how we can work together.
Office: (614) 804-8669
I help navigate smooth transitions from checking accounts and banking products into the next level of more advanced financial products. I utilize strategies to build wealth for your future, and ultimately retirement. I am able to cohesively integrate your goals into a plan that works for you wherever you are in your financial life. With an economics and banking background, I have a comprehensive understanding of how the economy and cash flow work together seamlessly.
My focus is to structure how to get to the next milestone incrementally at a consistent, and manageable pace. I find my clients contact me frequently to share their changing life plans, like a new job or relocating out of state. Sometimes it’s parents trying to save for college, or contribute efficiently to 401(k)s, or using life insurance as an asset. As a Dad, I understand that life doesn't always go as planned. This is why, I I believe your financial plan must be flexible and dynamic, it should change with you. My goal is to keep you right on target and when you need to pivot and devise efficient alternatives to get you where you need to be.
Married for over a decade and lucky father of two.
Cincinnati Reds game with family.
Being a part of their lives is important
As you utilize employee sponsored savings plans and shift into more advanced finance strategies your priorities change. You start to focus on more future income and leaving a legacy. This is where I can clarify answers for your specific situation to guide you through wealth building decisions, and how it can build a happy and successful retirement income plan. This is not all that I do, I have helped hundreds of people make life-changing financial decisions with a combination of investments, life insurance, and annuities, and long-term care plans.
You want to make your portfolio work for you to maximize its potential. There are strategies that can be done to enhance what you are currently doing. Book an appointment, virtually or in-person to discuss what you can do.
Here's the Thing,
Let's Start with a Conversation
[ Casual. Easy, and Open. It's just coffee ]
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