Chief Executive Officer / Founding Partner
Call/Text Directly: 678-671-5557
My father passed away in 1985 in a tragic plane crash while skydiving. My parents were young and felt invincible, why did they need planning? Unfortunately he died with no planning, no money, and no life insurance… leaving me, my brother and my mother with a struggling Chinese restaurant and a bunch of debt. It would have been a classic “Go Fund Me campaign” had it existed in 1985.
Only a few days after my father’s passing, my mother quit the restaurant business to start a financial planning practice so what happened to her wouldn’t happen to anyone else; 41 years later, we are still using our personal story to convey the importance of proper planning.
As a comprehensive fee based planner, I provide physicians with estate planning, financial planning, retirement solutions, and risk management strategies. There’s nothing I enjoy more than developing customized plans to help you protect, prepare, and prosper. I promise each of my clients 3 things:
A 50+ specialist (surgeon, radiologist, anesthesiologist) with peak W-2 or 1099 income, substantial home equity, and a growing gap between what they earn and what they’ve actually planned for retirement.
A physician-partner with mixed W-2/1099 income who’s outgrown DIY spreadsheets and needs sophisticated tax planning (S-corp elections, Solo 401(k) profit-sharing) as their income scales.
An affluent physician within 5-7 years of retirement who has the savings discipline already in place but wants a professional to stress-test the plan, optimize decumulation, and protect against downside risk.
