Approach
Once I gain an understanding of your current situation and future endeavors, I employ a customized fee-based wealth planning approach through Stifel’s advisory services. I will work closely with my clients’ tax and legal advisors to attain a well-rounded perspective of your wealth management picture. We will work together to design and implement a customized wealth management plan to help you pursue your goals.
During our periodic review meetings, I will ask questions in regard to what is happening in your life and if there have been any major changes, so we will know if we need to adjust your plan. I will also not only look at your savings and investments, but also Social Security, long-term care expenses, cost of living, and Medicare.