Over the last half decade I have been working with high income and high net worth professionals and business owners on writing, implementing and monitoring their financial plans. This has resulted in a wealth of knowledge I use to identify patterns with client financial planning needs. Having a plan is important, but getting the advice of an expert to implement your plan is crucial. I work together with you and your team of trusted professionals to offer comprehensive wealth management solutions. I am committed to understanding your needs and providing you with in-depth analysis and personalized solutions. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning in my network, I'll help you keep up-to-date with the increasing changes in the financial services industry. Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll have the necessary detailed information you need to make your most important investment decisions.I provide written plans to professionals, families and corporations in the process of assisting them in achieving their financial goals.