Business owners are often spread thin between managing their business and employees and spending quality time with their family, and don’t have the bandwidth to give their financials the attention it needs. I specialize in working with business owners as their trusted Financial Professional on their team of professionals.
The financial strategies we create are goal and needs-based. For many of my clients, their ultimate goal is to retire, which often feels daunting and sometimes impossible. By helping them create a stable retirement and business succession plan, my clients have a newfound confidence in their ability to fulfil their goals.
Working through all areas of their life, many of the business owner strategies we help create include employee pension and 401(k) planning, college planning for their children, “what if” scenarios and solutions, tax mitigation solutions, and helping set their children up for financial independence and success.
Outside of work, my husband and I enjoy our Jersey Shore lifestyle, playing with our pup Dasch, biking, hiking, kayaking, body surfing, gardening, cooking, and making wine.
If you think I could be of service to you and your business please do not hesitate to start a conversation.
Financial Representative of Guardian and Registered Representative of PAS.