I utilize a coaching-based financial services philosophy which begins with helping clients understand their objectives and define a purpose. Once the objectives and purpose have been established, he helps them to implement financial decisions as they navigate their personal road map. When clients encounter detours along their way, he works with them to restore financial order, clearing up the path to personal and financial happiness.
My practice centers on the following types of individuals, specializing in their unique needs:
1) Small Business Owners – 401(k) plans, employee benefits, business planning, keyperson strategies
2) Educators and Law Enforcement – Pension analysis and retirement strategies, education funding strategy
3) Executives – Employee stock options, tax-advantaged strategies, benefits analysis
I understand that small business owners, educators, law enforcement, and executives are busy with their career and families, as well as being heavily involved in their local communities. They often struggle to devote the time necessary to map out and execute a path to financial happiness both in the short-term and the long-term. They choose to work with me so they can continue to focus on their careers and families, while remaining engaged in their communities.
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Seucrities and investment advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC. Allied Wealth Partners is independently owned and operated.
