“Life brings you many surprises and you have to adapt”
Some of the challenges I’ve seen during my 35+ years in the industry, is people who have lived too long, died too soon, have estate transition issues that have gone wrong or just not saved enough for retirement.
My job is to help you figure out the best way to navigate through these various issues. I pride myself in being technically excellent. Many CPAs and attorneys have turned to me through the years to be on a team that has solved tough issues for people like you.
I believe I’m best when challenged. For years, I’ve been an avid athlete and bring a competitive spirit to my work. I want you to get a plan that helps you achieve your goals. I do this from your point of view and want to first collaborate with you to find a solution that helps you achieve whatever goal is important.
I’m finding that today, most of my efforts are in the realm of retirement planning. The past several years have been very tough for me and for many of my clients. We’ve had to change directions and regularly work together to modify plans and strategies to achieve goals.
I see myself as a problem solver. This often means putting together a team of professionals to help you get an outcome that helps make your life better. I think working on a team is a result of the years I spent playing competitive sports, from high school to college and beyond. It’s what I believe brings you the best results.
I love it when a plan comes together. I pride myself on competence, understanding what’s important to you as a person and know that I need to show up on time for you to trust me. At the end of the day, that’s what it’s all about, developing trust between you and me.
To set a time time to talk please either email me or call me at 518-608-8939 x 21.