How I plan
Five domains, one plan.
Every plan is built across five interconnected domains.
Income Planning
Structuring reliable income across retirement — Social Security timing, withdrawal sequencing, and cash flow that holds up under real-world variability.
Investment Planning
Portfolio construction and risk tailored to the plan, not the other way around — allocation, rebalancing, and tax-aware positioning.
Tax Planning
Multi-year tax strategy — Roth conversions, bracket management, and coordinating income sources to keep more of what's earned.
Healthcare Planning
Medicare timing, long-term care exposure, and healthcare costs modeled in from day one, not bolted on later.
Legacy Planning
Beneficiary structuring, estate coordination, and wealth transfer that reflects what actually matters to a family.
Model a decision
Every decision moves the plan.
Toggle a few real decisions clients face and watch how each one moves the plan — for better or worse.
These are $0 decisions — choosing the right person to help make them matters.
Hypothetical illustration for discussion purposes only, not a projection of actual results.
Planning toolkit
Fluent in the systems behind the plan.
Hands-on proficiency across financial planning, tax analysis, retirement income, and portfolio technology.
eMoney
0%Comprehensive financial planning and cash-flow modeling.
Holistiplan
0%Tax-return analysis and Roth conversion strategy.
IncomeLab
0%Retirement income sequencing and guardrails testing.
RightCapital
0%Interactive, client-facing planning software.
Monte Carlo retirement projections.
Orion
0%Portfolio reporting, rebalancing, and billing.
Projects
Case studies, coming soon — selected planning, analytics, and automation projects currently in progress.
Track record
Planning experience since 2021.
Series 65 and life & health licensed, with roles spanning founder, advisory, and planning-specialist work.
Triad Wealth Partners · Full-time
Sarbaugh Financial · Full-time
BG Wealth Management & Safe Harbor Financial Planning Group · Full-time
True Peace Financial Solutions · Full-time
Licenses