My Approach
Unlike most advisors, I have a wholistic approach. Everything in life changes and it is important, as a Financial Advisor, to adapt to change. I want to help people who are actively seeking improvement to maximize their financial wellness. It is important to me to add value to their lives and evolve with their life changing goals.
I have worked at and in conjunction with a CPA firm's which has allowed me to develop a strong background in tax planning. I also have a professional designation in portfolio management. Today, I am actively managing portfolios for Keystone Financial Group. This unique background and skillset have shaped my outlook in advising technics.
Taking the same concept of maximizing and adaption, my type of approach is for people to have a profitable experience with the highest net worth possible and an emphasis of tax efficiency.
Services
Made for you
Retirement Planning
Preserve your future retirement objectives by creating a customized retirement plan, evaluate social security benefits, and more!
Educational Funding
Establish an objective to help achieve plan tax-advantages, establish 529 savings plans, and other forms of student loan advising.
Charitable Giving
Support charitable objectives towards family gifting strategies, pursue maximizing charitable giving opportunities, and establish donor advised funds for planned giving needs.
Investment Management
Discuss your investment goals, short and long-term financial strategies that require diligent and proactive investment supervision.
Home Mortgage Loans
& Debt Analysis
Analyze your totality of your assets and analyze home financing. This includes helping to educate and provide information to make an educated decision.
Employment Considerations
Manage all employment benefits available to you. Evaluate stock option, restricted stock, and other employment benefits.
Saving Strategies
Help you to structure a savings plan that coincides with your current needs and future goals (e.g. emergency reserves, track cash flows, etc.)
Tax Planning Strategies
Collaborate with your tax preparer to help address your tax exposure, following tax reform, and more!
Business Ownership
Provide business advice on capital development, benefits and compensation structures, and succession strategies. Develop a financial plan that balances personal and business objectives.
Insurance
KFG does not sell insurance. However, personalized reviews and recommendations are offered.