In The Money Retirement Planning
I provide fee-only financial planning and investment management to small business owners and pre-retirees navigating complex financial decisions and life transitions. My work is centered on tax-efficient planning, retirement strategy, Roth conversions, charitable giving, estate planning, and planning for business owners and independent professionals.
Clients can engage with me through a transparent subscription-based planning relationship or traditional assets-under-management services when appropriate. My approach is comprehensive, education-driven, and designed for clients who value clarity, thoughtful decision-making, and an ongoing planning partnership.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.