For individuals, I'll work with you to answer two essential questions…"How much do you need to retire?" and "What can you be doing now in order to reach your retirement goals?” The individual planning process centers around a customized road map, which is specific to your goals and incorporates only those investments that are suitable to your unique risk tolerance. Tax benefit and social security maximization strategies are included. Clients who complete the process come away with peace of mind and the confidence that they are on track to a secure financial future. For businesses, I partner with business owners and fiduciaries to create and manage all aspects of their employer-sponsored retirement plan. Plan design centers around the needs of the business and incorporates maximization of tax benefits. Plan servicing includes investment management and education, fiduciary obligation and participant learning. Trustees and Participants are offered a comprehensive financial plan and provided access to exceptional retirement planning tools and resources.