General Info

Our mission at Wealth and Retirement Advisors, LLC is to help our clients achieve peace-of-mind, by securing their financial future through a consultative, partnership approach We offer & custom design financial strategies for busy business owners and individuals of all ages; especially those planning for or who have already entered retirement. My personal practice centers primarily on three types of clients: 1) Small business owners/partners & their employees (under 200 employees) 2) Individuals & Families from their early 30’s to late 60’s, focused on comprehensive Financial Planning for all stages of their lives 3) C Level Executives & High Level Managers with complex Estate, Tax, Compensation and Business Continuation Issues