Forward Thinking Wealth Management, LLC
I am a fee-only, fiduciary CFP who operates under a flat-fee arrangement. In my practice I focus on helping Physicians get to and through Retirement. Although I am based in Akron, Ohio, I work with clients throughout the country.
Some of what I help with:
- Student loan payoff strategies
- Retirement planning
- Retirement distribution strategies
- Investment management
- Tax planning
- Employee benefits
- Estate planning
- Social Security optimization
More About My Firm
I launched my own firm as a solution to a broken system where clients pay their advisors based on something out of their control – the performance of the market. I charge an annual fee of $4,800 regardless of asset size. The evidence shows if you can control the fees you pay your advisor, the fees you pay for investment products and minimize taxes as much as possible you increase your odds for success.
Over the years I have found I bring the most value to physicians and clients nearing retirement. With my physician clients I get to use all of my CERTIFIED FINANCIAL PLANNER™ skills and help them address their complete financial lives. I’ve been told I’m the alternative to the high-pressure financial sales pitches they are used to. As retirement approaches we make sure they are optimizing distribution strategies including areas such as Social Security, tax minimization, Medicare and more. There are no do-overs in retirement.