The small business owners I know pour their hearts and souls into what they do. They have a clear vision for what they hope to achieve in order to provide the best lives for their families and loved ones. My goal as an advisor is to make sure that every business owner I work with has a pathway to financial independence, so they can look forward to a happy retirement spent alongside those loved ones. I am ever grateful for the opportunity to help.
I work with entrepreneurs to clarify choices for preserving and growing retirement savings, managing personal and business assets, and making sure that there is a strong succession plan in place.
I always begin with a realistic assessment of your present situation, identifying strengths/weaknesses and circumstances unique to your life, business, and family. We can then build out a road map for where you want to go. I am happy to work with business owners both one on one or with the family as a whole.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
