After 16 years as a High Net Worth Private Banker I opened my firm in 2011 to create an unbiased and client-centered wealth management firm. As an independent advisor I can now solely focus on helping clients define and pursue their unique goals. Read More
Balanced Money | Balanced Life
Do you need a Wealth Makeover?Many of my client acquire an enviable collection of assets, entities and titled accounts; some of which no longer make sense in their current stage of life.
More...Life transitions such as retirement, divorce, or death can alter your goals and objectives making former decisions obsolete or ineffective in the present. Trying to restructure, coordinate, and efficiently put your financial house in order can be a difficult process. I liken this situation to the Winchester Mansion in California. This unusual home is called the "Mystery House" for its unique collection of luxury and oddities. An ambitious vision for a state of the art home....
.....built without a blueprint....
....yields inhospitable results
As you transition into a new stage in life be it retirement, divorce, or other, you may find that your previously acquired assets no longer address your new needs. You may want to look into a wealth makeover to restructure and consolidate 401k's, IRA's, life insurance, titling, beneficiary designations, and other legal entities to reflect your present needs.I wrote the following linked article in the Paladin Registry that speaks further to this issue: Lessons from the Winchester Mystery House
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