Thanks for stopping by. I know your time is valuable, so I’ll keep this short.
You work hard for your money. Unfortunately, most financial advisors aren’t required to put your interests first when giving you advice. This is where I come in.
I’m a CERTIFIED FINANCIAL PLANNER™ professional who has been helping people make smart financial decisions for over 10 years.
Better yet, my firm adheres to the Fiduciary Standard. This means we are required by law to put our clients’ interests ahead of our own. At all times.
(You can learn more about working with me HERE)
Over time, I’ve recognized there are three key areas to growing and preserving wealth:
- Minimizing costs
- Reducing taxes
- Investing smarter
My goal is addressing these three key areas of your financial life through blog posts, videos, interviews, and more. Here are a few posts to check out as you begin your journey toward greater wealth:
- How to Use The Fiduciary Rule to Fire Your Financial Advisor
- Donor Advised Funds: The Best Giving Tool You’ve Never Heard Of
- Whole Life Insurance: Or Why You Don’t Need a Car With a Built-In Dishwasher
- Dividend Investing: 5 Reasons To Stay Away
If you want to receive updates and news, be sure to sign up for our fast-growing email list:
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Lastly, don’t hesitate to reach out to me with questions, suggestions, and complaints. No matter what’s on your mind, I want to hear it. Send me a message HERE, and I promise to respond to your inquiry right away.