My goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. With 18 years of experience as a corporate executive and having owned a franchise for nearly 10 years, I provide practical, first-hand perspectives to the financial planning process.
My passion is to find the balance between Faith, Friends and Family, Fitness, and Finance gave rise to F5 Financial Planning. I work with clients that share my desires to continually learn new things, grow as individuals, and live a life of purpose.
★ My Mission Statement: To provide comprehensive, fee-only financial planning services that allow families, corporate executives, and entrepreneurs to achieve the financial independence they need to pursue their life goals.
►What Makes Me The Financial Professional For You:
♦ First-hand experience as a father and husband, corporate executive, and entrepreneur
♦ A commitment to deliver comprehensive, fee-only advice with a legal obligation to always act in your best interest
♦ An evidence-based, proven investment philosophy based on the work of Nobel Laureates
♦ An ongoing focus to learn and share knowledge related to personal growth
► My Client’s Biggest Concerns:
✪ FAMILIES:
✔ How do I ensure my family is protected if something happens to me?
✔ How will I afford to pay for my children’s education?
✔ Will I have sufficient funds to retire when I want?
✪ CORPORATE EXECUTIVES:
✔ How do I minimize the impact of taxes?
✔ Am I getting the best possible returns on my investments?
✔ How do I deal with issues of concentrated wealth?
✪ ENTREPRENEURS:
✔ How can I develop and retain talented employees?
✔ How can I turn my business assets into personal financial security?
✔ How can I plan for business succession?
Feel free to contact me at (630) 474-5213 to schedule a no obligation financial review.