SERVICES

Retirement Plan Consulting

I work with Plan Sponsors to provide essential fiduciary governance, helping to make sure your retirement plan is properly administered. As a 3(21) or 3(38) fiduciary, I offer investment oversight, due diligence, and plan benchmarking to seek appropriate services and pricing. My services also include plan design, administration, and correcting non-compliance when needed, as well as estate, tax, and business planning for a holistic approach.

For Plan Participants, I provide personalized financial and wellness education, along with one-on-one support to help them achieve their individual financial goals.

Asset Management

I work with individuals to provide personalized asset management services, including actively managed portfolios, direct asset management, and investment advisory services. In addition to risk-conscious investing, I offer tailored strategies for estate, tax, and philanthropic planning. This seeks a comprehensive approach to growing and safeguarding your financial future, while keeping you informed with timely legislative updates.

Individual Retirement Accounts

For individuals seeking an IRA solution, I partner with you to establish Traditional, Roth, SEP, or SIMPLE IRAs based on your specific needs. I also offer guidance on Roth conversions and tax-efficient strategies to help optimize your retirement plan, striving for a comprehensive approach to securing your financial future.

IRA Disclosures

Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

LPL Financial Form CRS

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through BiggFinancial LLC, a DBA of Advisor Resource Council, a registered investment advisor. BiggFinancial LLC and Advisor Resource Council are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The LPL registered representatives of BiggFinancial LLC may only discuss securities or transact business with persons who are residents of TX.

Important Disclosures

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.