About You
If . . .
- You are between the ages of 30 and 55
- You are a business owner or professional looking to work with a financial professional to help fulfill your hopes, goals, and dreams.
- You value your time and understand that it is one of your greatest resources.
- You would like to focus the limited amount of time that you have on your profession, your family, and your passions instead of financial planning.
- You have “Big Hairy Audacious Goals” (BHAGs) that you would like to accomplish in the next 20, 40, or 60 years
- You are serious about your money, or you want to get serious about your money.
- You are tired of working with financial planners that come across as superior to their clients
- You want someone who is on this financial journey with you, who is practicing what they preach, and follows his own advice.
- You feel it would be helpful to work with a professional that helps keep you on your path and keep you in alignment with your goals.
- You are looking to work with a professional who tries to take out the intimidating nature of financial planning and makes the process entertaining and captivating
If this sounds like you, we will be a perfect partnership. I believe anyone can successfully obtain the wealth and the lifestyle they wish to have through planning and organization. By adding a specific plan and set of goals to your life, with consistent monitoring, you will help you reach your true potential. Achieving your financial goals will take time, but with the right resources and connections, your objectives can be accomplished. It is never too soon for you to start planning for tomorrow.
Should I Own the Building My Business is in?
March 14, 2023
As a business owner, owning your own building can provide significant upside. Not only can...
Read more
Should I Contribute To My Roth Or Traditional IRA?
March 6, 2023
I am often asked whether someone should contribute to their Roth or Traditional IRA. We’re...
Read more
5 Things To Think About When Planning To Pay For College
February 27, 2023
Are you worried about how you’re going to pay for your child’s college education? Don’t...
Read more
Should You Set Up A SEP or SIMPLE IRA For Your Small Business?
February 20, 2023
Are you considering setting up a SEP or SIMPLE IRA for your small business? Wondering...
Read more
2023-Can I Make A Deductible Traditional IRA Contribution?
February 14, 2023
If you are wondering whether you are eligible to make a deductible contribution to a...
Read more
5 Common Problems Business Owners Have
February 7, 2023
As a business owner, you have the opportunity to be your own boss, set your...
Read more
5 Ways To Sell Your Business
January 30, 2023
Many business owners want to eventually cash out some or all the equity in their...
Read more
How Simplicity Can Help You And Your Business
January 24, 2023
Let’s talk about a concept that has been on my mind a lot lately:...
Read more
Rich Vs. Wealthy
January 16, 2023
“Rich is about how much you make. Wealthy is about how much you keep, how...
Read more
Create your own financial rules. Live the life you love!
Sign-up to receive our free guide?