I specialize in working with successful business owners and affluent individuals between the ages of 50 and 70 who are within 10 years of retirement. Most of my clients have complex financial needs involving business exit, estate planning, and long-term income strategies.

Depending on the service, I may be compensated through life insurance commissions, fee-based consulting, or a hybrid approach. We’ll discuss compensation clearly and transparently before any engagement begins.

No. I collaborate with your current team—attorneys, CPAs, and financial advisors—to ensure our strategies are aligned and implemented smoothly. My work often enhances and integrates with your existing plan.

Experience, depth, and coordination. With 36 years of hands-on expertise in large, complex planning cases, I bring clarity to situations involving tax, business succession, retirement, and multi-generational wealth transfer. Every strategy is personalized, actionable, and built for long-term results.

We begin with a confidential discovery meeting (virtual or in-person). This gives you a chance to share your goals and concerns—and allows me to assess how I can bring the most value. From there, we’ll outline a clear path forward.