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I am a Financial Advisor focused on education and generational wealth planning.
On the personal side, I am married to my lovely wife Maraigh and we have two sons, Stafford and Henry. We live in Bloomington and can most often be found hiking in the woods, hanging with the neighbors or traveling to sporting events.
Our firm specializes in the following areas:
Buy Sell Agreements
Retirement Plans - 401k, SEP IRA, SIMPLE IRA, Solo 401k, Cash Balance Plans
Life Insurance
Disability Insurance
Annuities
Long Term Care Insurance
Strategic Tax Planning
Asset Management/Investing
Personal Planning
I am great at solving problems for:
Self-employed individuals and business owners with questions on taxes, investing, insurance, succession planning and/or retirement
Married couples 35+, especially with kids and a house
The 55+ Crowd gearing up for/in retirement who want to make sure they don't run out of money [even if they already have an advisor, because many of those advisors are about to retire with them!]
People who care!
I'm not worried about how much they make or what they do. I just want to meet a diverse group of interesting, engaged people who are willing to do the work to get their financial junk drawer in order but don't know where to start. If they bring the squeeze, I'll make the juice worth it.
