Like any entrepreneur, your income is wildly volatile and unpredictable. You may want to work well into your 80s, and you may never want to retire, but sometimes the industry has a way of making those decisions for you. It is possible to set yourself up for success in later years, and to protect your ability to generate an income.

Business Owners

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. I can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.

When it’s time to pass the torch and leave your business, I’ll be here to help plan your business succession and exit strategy to help ease the transition into life after work.


Deciding what to leave your loved ones if you pass away is not something that should be taken lightly. In the unfortunate instance where you pass away, making sure you leave your loved ones with an adequate amount of money to settle your affairs and help them continue the same standard of living doesn’t have to be a daunting task.

Life insurance is a very important decision for families, and protecting your family from significant loss is something I take very seriously.


You've worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you've accumulated can be filled with uncertainty.

Together, we'll develop a plan that helps you accumulate wealth while you're still working, and aid your transition to a retirement income.


Ready to get started?

Contact me for a free consultation.