Live and Retire on Your Terms
Our fiduciary financial advisory practice offers the financial planning and investment management services that make it possible.
Plan for a Better Tomorrow
Live Freely Today
Know Your Financial Future is Secure
You’ve worked too hard to settle for anything less than the best version of your life.
As a researcher and engineer turned fiduciary financial advisor in the State of Alaska, I know how to navigate the financial complexities and opportunities you face. Living your life the way you want while also maintaining your financial security is possible. I can’t wait to show you how.
We help Alaska Public Employees Prosper
As a State of Alaska employee or working resident in Alaska, your financial opportunities are tremendous. You have likely been participating in your employer-sponsored retirement plan so you know you’ll have money for retirement. But do you know what your retirement will look like? Will you have enough to afford the lifestyle you want in retirement? Are there opportunities you’re missing right now to stretch your money further and create more margin today and well into your future
You’re probably asking yourself some very important questions as a State of Alaska Employee.
Or, if you’re very near retirement:
How we help?
- Retirement planning and other goals coordination
- Risk Management – Life, income and asset protection
- Savings analysis and cashflow coordination
- Maximizing employee benefits
Retirement Income Planning
- Benefit Analysis and maximization – Social Security and Pension Analysis
- Retirement income coordination
- Long-term care and asset protection
- Suitable Asset allocation and portfolio selection
- Performance Review and reports
- Continuous investment monitoring
How Our Financial Planning Process Can Lead to Greater Security
IT STARTS WITH YOU MAKING INFORMED DECISIONS
We have a meeting and get to know each other to ensure we’re the right fit for each other.
We analyze your financial reality and identify opportunities that you may have not even realized existed.
We deliver a complete 1-page financial plan that shows you exactly what you can do to improve your financial outlook.
You decide if you want to hire us.
Stop Accepting a “Good Enough” Financial Reality
Secure your financial future and experience a better version of your life.
For most of my clients, it’s not that they won’t be able to retire well in retirement. Between your pension, 401(k), defined contribution or deferred compensation plan, and Social Security, chances are you are already in a good place. Knowing how to maximize your benefits today, avoiding critical (and costly) mistakes that can undermine your financial success, and leveraging other wealth-building strategies can make the difference between mediocrity and prosperity.