2900 S. State Street, St. Joseph, 49085 (directions)
The complexities of building, preserving and passing along wealth have never been as great as they are today. Affluent investors are increasingly seeking guidance and comprehensive solutions that consider their unique circumstances and long-term goals. As a Hilliard Lyons Chartered Wealth Advisor®, I am skilled in recognizing and leveraging the many resources available through the collaboration with your CPA and attorney, for a truly integrated financial plan.
We are able to support you with virtually all of your wealth management needs. I am specially trained in the following areas:
- Portfolio evaluation and asset allocation strategies
- Estate planning and wealth transfer
- Charitable gifting strategies
- Succession planning and the other needs of business owners
- Retirement planning
- Risk management and insurance strategies.
If your financial position is such that it requires many levels of skill, I can help bring it all into focus by designing a single, comprehensive strategy.