Thrivent
Categories
Finance & Insurance
About
Trailhead Financial Group takes a purpose-based approach to providing financial guidance.
Our goal is to understand where you are today and where you want to go, so we can develop a strategy that reflects your priorities and values.
Financial services
- Financial planning.
- Retirement accumulation and income planning.
- Estate protection strategies.
- Solutions for businesses.
Investments and mutual funds
- Complimentary portfolio reviews: asset allocation, diversification and risk analysis.
- Business retirement plans: 401(k), SIMPLE IRA and SEP, nonqualified plans.
- Managed accounts.
Retirement
- IRAs: Roth, traditional, IRA conversions to Roth IRAs.
- Charitable gifting strategies.
- Legacy and wealth transfer.
Financial Advisor, Certified Exit Planning Advisor
Additional Info
I help individuals, families, and business owners make confident decisions and build a meaningful legacy. As a Financial Advisor and Certified Exit Planning Advisor (CEPA), I focus on strategies for retirement planning, wealth management, and business succession. My goal is simple- to provide clear guidance, practical solutions, and long-term relationships rooted in trust.
Images
