Whether you are interested in Healthcare, Tax, or Retirement planning, let’s first set up an introduction consultation to discuss your short term and long term goals!

Yes, I offer a complimentary initial consultation to understand your goals and determine if we are a good fit to work together. This allows you to ask questions and learn more about my approach before making a commitment.

You can expect an inquiry response within 2-3 business days.

We begin with an introductory meeting to understand your goals, finances, and concerns. From there, I develop a personalized strategy and provide ongoing guidance to help you implement and adjust your plan over time.

No! Effective tax planning happens year-round. I proactively identify strategies throughout the year to reduce liabilities and align your financial decisions with tax efficiency.

I evaluate your budget, medical needs, and long-term financial goals to recommend coverage that protects both your health and your finances. I also help you understand trade-offs between premiums, deductibles, and tax-advantaged options like HSAs.

Yes, I guide clients through Medicare options and enrollment timing to avoid penalties and coverage gaps. I also coordinate Medicare decisions with your broader retirement and tax strategy.

Medicare Enrollment is free of charge!

I offer both in-person meetings at my Tierrasanta office and phone or virtual appointments. This allows you to choose the option that best fits your schedule and comfort level.

The best time to start is now, regardless of your age or income level. Early and consistent planning allows us to maximize growth, minimize taxes, and build long-term financial security.

All Healthcare Enrollment and Consultations are free of charge!

Tax Filing is priced based on both the complexity of your file and your desired timeline. Base price for Tax Filing starts at $125.