Just like in the construction industry, a good plan begins with a solid foundation. You can have all of the investment strategies but without a strong foundation to fall on none of that will work efficiently to help you meet your goals. By designing a tailored financial plan, we will uncover ways to help you accumulate wealth and develop a strategy to create financial freedom in both your mid and long term goals. Taking into consideration your risk tolerance, time horizon and tax implications we develop a plan designed to provide stability protecting the lifestyle you have worked hard to achieve.
Committed to My Clients & Irish-American Community
Through my strategic relationships between Ireland and the US I am able to navigate the complex territory of planning in the international community. I serve on the junior board of CMRF Crumlin, an organization that is committed to providing world class research, equipment and treatment to better the lives of children living with an illness. I also support Cooperation Ireland, who's main mission is to maintain good relations between the north and south of Ireland.