Planning SpecialtiesWe specialize in cross-border planning, working with U.S. professionals, retirees or business owners who either live full or part-time abroad. In my experience, expats commonly ask how to optimize their investments left in the United States, what the tax-savings strategies are, and if there are any potential financial consequences to living abroad. We also work with individuals across the United States who are working toward attaining Financial Independence and Retirement Early (F.I.R.E.) Regardless of your unique situation and needs, our expertise and skills will guide you in realizing your financial goals and making informed decisions.
Additional InformationMy approach to personal financial planning is unique. Typically when a prospect searches “financial planners near me,” they encounter professionals in the financial services industry who are generalists and cover very broad audiences, working with a wide spectrum of ages, occupations, locations, and income levels. I only focus on a handful of clients and niche markets to provide my clients with the most relevant and current industry knowledge, resources, and expertise that other financial professionals do not possess. This way I can create tailored money investment plans to meet specific needs.
NAPFA Start Date
August 03, 2020