My team and I work with personal and business clients throughout all stages of the planning process, from legal, to protection, to retirement income. My philosophy is that you are the CEO of your life, and we come in as the CFO. There are numerous pieces and moving parts under the financial umbrella in your world - workplace retirement, brokerage accounts, P&C, Life Insurance, Disability Insurance, Accounting, Legal, Mortgage lender - and what we do is coordinate all those pieces, Identify gaps and threats in your financial health, and fill those gaps and guide you towards financial success and avoiding financial failure. For most of us, our income is our main source of cash flow, and cash flow is the lifeblood of your existence. And all life events - whether good or bad - impact cash flow, and with that in mind, we start our process with making sure your cash flow is protected, starting with the most consequential first, and once we’ve protected you we start to move towards building wealth and securing retirement income. If you need financial services or even just financial education - I can help! Please reach out with any inquiries.