Glimpse at My Services

From sophisticated investment strategies to estate and legacy planning, my SecurePath Planning™ along with my fiduciary approach, ensures that every recommendation is unique to you and made with your best interests at heart.

Financial Planning

  • Retirement Planning

  • Debt Leveraging & Management

  • Education Planning

  • Private Practice Planning

  • Employee Benefits Maximization

  • Risk Mitigation Planning

  • Cashflow Management

  • Social Security

  • Insurance Planning

Investment & Portfolio Management

  • Direct Indexing

  • Modern Portfolio Allocation

  • Tax-loss Harvesting Strategies

  • Retirement Distribution Strategy

  • Buffered ETF/UIT Strategies

  • Private Sector Investing

  • Strategic Options Strategies

  • Tax-free Investment Strategies

Estate & Tax Planning

  • Complete Estate Review

  • Estate Tax Mitigation

  • Trust Planning & Services

  • Philanthropic & Legacy Planning

  • Charitable Giving & Gifting Strategies

  • Private Practice Succession

  • Annual Tax Projections

  • Roth Conversions

Many more services are available depending on your own unique situation.

You’re wondering if I have a unique solution to your specific need.

The short answer is a resounding ‘yes.’ But there’s more to you than just financial challenges—you have aspirations, responsibilities, and complexities that deserve personalized attention.

  • Navigating the complexities of stock options, RSUs, ESPPs, and IPOs can be daunting. It’s crucial to know when to exercise, sell, or diversify to maximize growth while minimizing risk and tax implications.

  • Tech professionals often find themselves heavily invested in their employer’s stock. I help you assess when and how to diversify to reduce risk while aligning with your overall financial goals.

  • High bonuses, stock options, and other benefits can lead to unexpected tax liabilities. I help you proactively plan to reduce taxes on your income and equity, so you can keep more of what you earn.

  • Tech professionals often aim for rapid wealth accumulation but need strategies to ensure long-term security. I help you create a balanced plan that supports growth while safeguarding your future.

  • In the fast-paced tech world, burnout is real, and career shifts are common. I help you design a plan that supports early retirement, sabbaticals, or pivoting to new ventures with confidence.

Common Questions from Tech Pros

  • Medical professionals often graduate with large student loans. I guide you through repayment strategies that balance debt reduction with building wealth and managing other financial priorities.

  • With the risks tied to medical practice, protecting your income and personal assets is vital. I help you put in place comprehensive insurance and asset protection strategies for peace of mind.

  • As a high-earning medical professional, taxes can significantly impact your wealth. I help you navigate tax planning strategies to reduce liabilities and keep more of your earnings.

  • Transitioning from practice or planning for retirement requires a unique set of strategies. I help you plan for a seamless transition, whether it’s selling a practice, scaling back, or retiring fully.

  • Between long hours and high stress, finding time to manage investments can be challenging. I work with you to create a hands-off, diversified investment strategy that aligns with your goals.

Common Questions from Med Pros

Transparent Pricing for Comprehensive Wealth Management

A clear, straightforward approach to planning and managing your financial future—because your success should never come with hidden costs. Our fees consist of two components: a planning fee and an assets under management (AUM) fee.

Individuals

Pricing starts at $6,500+

Per Year

(Annual planning fee, billed annually)

Couples

Pricing starts at $7,500+

Per Year

(Annual planning fee, billed annually)

  • 1.10% Annual Advisory Fee

  • 0.90% Annual Advisory Fee

  • 0.75% Annual Advisory Fee

  • 0.50% Annual Advisory Fee

  • Starting at 0.25% Annual Advisory Fee and negotiable

Assets Under Management (AUM) Schedule

(Billed quarterly)

Book a Free SecurePath Planning™ Meeting. No obligations, no pressure—just clear, actionable insights to help you take control of your financial future, where the only expectation is that you leave with greater financial clarity and confidence.

Book a Meeting