I help successful individuals and business owners plan for the most important parts of their financial lives. The rising costs of healthcare, education, real estate, and consumer goods are causing many smart people to make bad financial decisions with long term impact. Now more than ever, it's important to make smart financial decisions. As a specialist financial advisor and wealth planner, I have been recommending proactive strategies for business owners and families wanting to simplify their financial affairs and increase their quality of life through an integrated approach to wealth planning, retirement planning, investment selection, both local and offshore, education savings plans, and estate planning. The people I serve typically want more freedom and are looking to pivot to a more meaningful life, and have their money serve that purpose. I help make that happen through sound financial advice and planning.