Broker Check

Manufacturing Employees


Experienced in Helping Manufacturing Employees Save and Retire

Financial planning specifically for manufacturing employees. Take steps to manage your future tax burden so you only pay what you owe. We can help you fully realize your retirement income potential and evaluate protection tools that are consistent with your lifestyle and legacy planning goals.

How to get started

This is a quick breakdown of the framework for how we work with our clients.

It was designed with you in mind, it prioritizes accountability from us, and it reinforces positive financial habits in our clients' lives.

Step 1:
Introduction Call

A quick meeting to see if working together makes sense. We discuss:

  • What you are looking for in a financial planning relationship
  • Our philosophy when it comes to financial planning
  • How we work with clients so you know we are the right fit

Time before next meeting: 3 days to 2+ weeks

Years of experience have prepared us to guide you through your life transitions.

Learn more

Years of experience have prepared us to guide you through your life transitions.

Learn more

Step 2:
Collaboration & Discovery Meeting

Two to three meetings to review your goals and values. We will also use this time to make sure we have a clear understanding of your current financial position. We will continue to hone in on what you are trying to accomplish.

  • Review your goals and values
  • Review your entire financial picture
  • Help determine what success means to you
  • Present different methods for achieving financial objectives

Time before next meeting: 1 - 3 weeks

Step 3:
Solutions and Implementation

We review your entire financial picture together.

  • Your goals
  • Review your pre- and post-tax asset concentration
  • Protection overview
  • Review investment diversification
  • Project retirement income

We go over the specific recommendations and action steps for your plan.

Life gets busy and often financial planning slips through the cracks. We follow up as necessary to help your realize your goals and feel confident in your financial picture moving forward.

Time before next meeting: 1 month

Years of experience have prepared us to guide you through your life transitions.

Learn more

Years of experience have prepared us to guide you through your life transitions.

Learn more


Step 4:
Ongoing Planning

Any great long term plan is a series of short term decisions. I'm not here for today, I am here for the walk into the future together with your financial picture.

We meet at minimum once per year, and as needed in between.

Minimum 1 review per year, as needed in between

What We Do
Helping manufacturing employees navigate benefits, investments, and leaving the workforce.  

I provide financial planning specifically for manufacturing employees.  Together we will work to protect what you've built so the future isn't left to chance. To do this, we work to coordinate your entire financial picture so that you can enjoy the lifestyle you want (not need) as you transition out of the workforce. 

Schedule a Meeting

Tax Planning Strategies

Work to lower your lifetime tax burden and avoid compounding taxes.


Cash Flow

I help you control and track your cash flow without the pain of monthly budgeting.


Investments

Coordinate your savings and retirement with tax and risk diversity in order to increase your retirement income. Have your plan work under all circumstances.

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Life Insurance

What is your economic life value? 

We help those we walk with protect first, protect fully, and protect forever.

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Group Benefits

We help you better understand your current benefits package and build out supplemental coverage as you see fit.

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Medical Insurance Planning

Helping you source medical insurance and navigate premium tax credits when retiring prior to age 65.

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Resources
Content Library


Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
Learn More
Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn More
How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
Learn More

Contact Us
We Want to Hear From You


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