How I Help
Every financial journey is different, but the questions people ask are often remarkably similar.
Whether you are planning for retirement, growing a business, navigating a major life change, or simply wondering if you're making the right financial decisions, you don't have to figure it out alone.
Individuals & Families
-
Questions you may be asking:
Am I on track to retire?
Will my money last?
When can I retire?
How do I create income from my savings?
What should I be thinking about now that I haven't considered?
How I can help:
Retirement Planning
Income Distribution Strategies
Investment Management
Social Security Planning
Tax Efficient Withdrawal Strategies
Schedule a conversation today, and let's start with your questions.
-
Questions you may be asking:
If I lost my spouse tomorrow, would I be okay financially?
I'm getting divorced. What should I do first?
I changed jobs. What should I do with my old 401k?
I received an inheritance. Now what?
How do I make confident financial decisions during uncertain times?
How I can help:
Comprehensive Financial Planning
Investment Guidance
Cash Flow Planning
Insurance Review
Estate Planning Coordination
Schedule a conversation today, and let's start with your questions.
-
Questions you may be asking:
Is my family protected if something happens to me?
Are my beneficiaries up to date?
Do my financial and estate plans work together?
Am I leaving my family with answers or questions?
How I can help:
Insurance Strategies
Legacy Planning
Estate Planning Coordination
Beneficiary Reviews
Education Planning
Schedule a conversation today, and let's start with your questions.
Business Owners
-
Questions you may be asking:
Is my business my retirement plan...or my only plan?
Am I paying myself efficiently?
Am I building wealth outside my business?
Am I taking advantage of the retirement plan options available to me?
How I can help:
Retirement Plans for Business Owners
Investment Management
Financial Planning
Tax Aware Wealth Strategies
Schedule a conversation today, and let's start with your questions.
-
Questions you may be asking:
What happens if I want to slow down or step away?
How much is my business really worth?
Is my business attractive to a future buyer?
What should I be doing today to prepare for an eventual exit?
How I can help:
Exit Planning
Succession Planning
Business Value Growth Strategies
Business Continuation Planning
CEPA Guided Exit Planning
Schedule a conversation today, and let's start with your questions.
Additional Ways I Help
You may already know the question you're asking or simply know the situation you're facing. If you're looking for a specific financial topic or service, you'll find an alphabetical listing below.
-
A
Annuities
Asset Management
B
Beneficiary Reviews
Budget & Cash Flow Strategy
Business Continuity Planning
Business Retirement Plans
Buy-Sell Funding Strategies
C
Cash Flow Strategy
Charitable Giving Strategies
College Savings Planning
D
Distribution Strategies
Donor Advised Funds
E
Education Planning
Employer Retirement Plans (401(k), 403(b), 457)
Estate Planning Coordination
Exit Planning
F
Financial Planning
H
HSA Planning
I
Income Planning
Inheritance Planning
Insurance Planning
Investment Management
K
Key Person Insurance
L
Legacy Planning
Long-Term Care Planning
-
R
Required Minimum Distribution (RMD) Planning
Retirement Account Rollovers
Retirement Healthcare Planning
Retirement Income Planning
Retirement Planning
Retirement Plans
Rollovers
Roth Conversion Strategies
S
Self-Directed Brokerage Accounts (SDBA)
SEP IRA Planning
SIMPLE IRA Planning
Social Security Planning
Solo 401(k) Planning
Succession Planning
T
Tax-Efficient Investing
Tax-Efficient Withdrawal Strategies
Tax Planning Coordination
W
Wealth Transfer Planning
Don't See Your Question?
Financial decisions don’t always fit neatly into a category.
If you are facing a situation that isn't listed here, or you are simply looking for trusted guidance, I would welcome the opportunity to learn more about what's on your mind.
The first conversation isn't about products or solutions. It's about understanding where you are today, where you'd like to be, and whether I'm the right person to help you get there.
Schedule a conversation today, and let's start with your questions.
Our services
Financial Planning
Creating your financial plan is akin to crafting a finely tailored suit - a symbol of your financial sophistication and confidence. At The Wealth Boutique™, we're not just financial advisors; we're the master tailors of your financial future. Collaborating with your legal and financial professionals, we design a extensive financial plan that exquisitely suits your unique needs. This isn't just about numbers; it's the art of weaving your financial narrative. We gather your data, meticulously craft your financial plan, stress-test it for resilience, and then hand you the reins. The spotlight's on you, and together, we'll create the masterpiece of your financial legacy.
Estate Planning
Welcome to the Estate Planning Division of The Wealth Boutique™. Visualize it as a master atelier for your legacy—a place where precision and care unite to craft your lasting imprint. In addition to creating wills, powers of attorney, and living wills, we are also able to offer accessible and professional trust services, including corporate trustee, co-trustee, estate administration, and special needs trusts. We can manage even complex assets such as real estate, land, farms, or oil and gas interests. We collaborate closely with you to ensure every detail is handled with skill and care. This isn’t just about documents—it’s the meticulous art of protecting your wealth, honoring your wishes, and creating an enduring legacy. Together, we’ll lay the foundation for your impact, one thoughtful step at a time.
Estate Planning Services are offered by Estate Gurus, an unaffiliated third party. The Wealth Boutique™ is not a law firm, nor are any of its employees an attorney permitted to practice law.
Trust services are provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested. Members Trust Company does not provide tax or legal advice or services.
Legacy Planning
Legacy planning is a legacy of its own - a testament to your wisdom, values, and the indelible mark you leave on generations to come. When you choose The Wealth Boutique™ for legacy planning, we don't merely navigate paperwork; we embark on a journey to unearth the profound meaning of legacy for you. Whether it's composing your life story, establishing a foundation, or crafting your unique legacy legacy, we work intimately with you to bring your vision to life. It's about crafting a legacy that transcends wealth, etching your mark on hearts and minds for generations to come.