At NexTier Financial, my approach to financial planning starts with relationship which is critical in unearthing clients needs, goals and tolerance for risk. Though risk is an unavoidable element of any investment, I feel that a disciplined, hands on, risk management approach is foundational in creating portfolio and retirement optimization strategies.
I look first to protect your principle; the pursuit of growth, secondary.
The first step is to have a conversation and explore the various components of both your short and long term financial objectives, including:
- Investment planning & asset allocation
- Risk analysis & insurance planning
- Retirement & cash flow planning
- Education funding analysis
- Purchasing/Refinancing Real Estate
- Company benefits and equity compensation analysis
- Estate services and gift planning
- Charitable planning