Engineered Wealth, Life, and Health Services

I work with you across financial planning, investment advisory, and insurance — so every piece of your financial life works together, not in silos.

Fee-based investment guidance designed around your goals, timeline, and risk tolerance — not a commission.

• Comprehensive financial planning

• Portfolio construction & management

• Tax-aware investing strategies

• Employer benefits optimization

• Ongoing portfolio reviews

FL — Series 65 / IAR

Whether retirement is decades away or around the corner, I help you build a roadmap that turns your savings into sustainable income.

• Retirement income strategy

• Social Security filing optimization

• 401(k) & IRA guidance

• Income gap analysis

• Required Minimum Distribution planning

FL · NY · TX · GA · LA · NC · OH

Protect the people and obligations that matter most. I help you find the right coverage at the right cost — without the sales pressure.

• Term life insurance

• Whole & universal life

• Key-person business coverage

• Income replacement planning

• Policy review & comparison

Licensed: FL · TX · GA · NY · LA · OH

Navigating health coverage can be overwhelming. I cut through the complexity and help you select plans that fit your health needs and budget. Both ACA and private plans available.

• Individual & family health plans

• Medicare supplement planning

• Employer group benefit review

• Short-term health coverage

• Dental & vision coordination

Licensed: FL · TX · GA · NY · LA · NC · OH

Health insurance enrollment details

Annuities can play an important role in generating guaranteed income — or they can be the wrong tool entirely. I'll give you a straight answer.

• Fixed & indexed annuities (FL, TX, GA, NY, LA, OH)

• Variable annuities (FL, TX, LA, OH)

• Income rider analysis

• Suitability-first recommendations

• Existing annuity review

Variable: FL · TX · LA · OH | Fixed: FL · TX · GA · NY · LA · OH

Running a business creates unique financial complexity. My management background means I understand the pressures you face — and how to plan around them.

• Key-person life & disability coverage

• Executive compensation planning

• Business continuity strategies

• Qualified retirement plan guidance

• Buy-sell agreement funding

FL · TX · GA · NY · LA · NC · OH

A complete financial plan protects not just your future — but your legacy. I coordinate with estate attorneys to align your financial strategy with your estate documents.

• Revocable & irrevocable trusts

• Wills & pour-over wills

• Special needs trusts

• Beneficiary designation review

• Trust-owned life insurance (TOLI)

FL · TX · GA · NY · LA · NC · OH

Planning for aging parents or your own long-term care needs requires a clear strategy. I help families navigate the financial complexity of elder care before a crisis forces the decision.

• Long-term care insurance

• Medicare & Medicaid coordination

• Care cost projections

• Asset protection strategies

• Family caregiver financial planning

FL · TX · GA · NY · LA · OH

The first conversation is free, no-pressure, and no-obligation. Tell me where you are and where you want to go — I'll tell you honestly whether and how I can help.

Schedule a free consultation or call (407) 519-0959.