My primary focus is working with retirees or those approaching retirement. I help these clients determine if they have enough money saved for retirement, determine when best to claim Social Security benefits, and help them transition from earning a paycheck to living off retirement savings. We can either manage retirement and brokerage accounts directly or recommend a liquidation strategy clients manage on their own.
I also work with younger clients that are starting financial plans, local small business owners, and government employees enrolled in the Arizona State Retirement System. Planning for these clients focuses of today’s goals, investment management, and tax strategies that minimize expenses. Financial plans can be tailored to a variety of unique circumstances.