- Guided Wealth Portfolios
Small business owners and individuals are asking: "what are the benefits of retirement planning, and how do I start planning for retirement?" In addition, clients are living longer. As an advisor located near Columbia, MD, I strive to be at the center of an ecosystem where clients can save, invest, plan, and connect with strategies that will help with the reality of living longer in retirement. Whether you own a small business or work for a business, you need an advisor who works as a resource educating and mapping the issues of a longer retirement. I believe in addressing a wide range of lifelong issues that engage clients throughout their life stages. This means a discussion that will focus on the income to address specific needs in later life. My process model is to provide education, effectiveness, empathy, guidance, personalization, and trust.