In a world where it seems you get conflicting messages from all media outlets, how do you make certain the decisions you make are correct? How do you maximize savings while at the same time overcome inflation, market fluctuations, technological change, taxes (property, sales, income and estate) and a propensity to consume what you have already accumulated?
I have been assisting families and business owners in creating secure, effective, efficient and coordinated financial plans for over 18 years. I chose this career out of my desire to make a difference in the lives of my clients. I find it very rewarding to listen to people’s dreams and desires and then craft financial strategies to help you reach your goal.
Personal
I have been a Cincinnati resident for 19+ years in Anderson Township. I am married to my high school sweetheart Katy and we have four wonderful children, Philip, Charley, Peter and Libby. I am a devoted father and enjoy golf, tennis, photography, collecting baseball related memorabilia and attending Reds games.
Overview
My goal is to make certain that you never have to worry about the security of your financial future. Through a comprehensive, holistic process, together we will focus on the main areas of your planning: protection, savings and growth. Furthermore, we will evaluate your existing plan; including company sponsored provided benefits, in order to make sure you are maximizing further opportunities.
Every financial choice we make carries with it the opportunity to create:
- Benefits
- Money Supply {rate of return}
- Costs
- Opportunity costs.
My job is to increase 1 and 2 and decrease 3 and 4.
Mission Statement
- Maximize the financial security and success for you and your family
- Maximize the efficiency of your money at work.
Given that I have the licenses and registrations for most financial vehicles (including insurance, stocks, mutual funds), I am able to craft a “ship for all seasons” based on our mutual discovery process.
I look forward to assisting you with your future planning.
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