I’m Ethan, a Fiduciary Financial Advisor. My mission is to help small business owners like you to easily navigate the complexities of financial planning, ultimately mapping your path to early retirement through holistic financial solutions, tailored specifically to your needs.
My approach combines personalized service with a commitment to authenticity and honesty, ensuring that we build a trusting relationship as we work together toward your financial goals.
I specialize in a range of services that are crucial for your early retirement journey, including but not limited to:
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(early) retirement planning
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tax planning in coordination with your business and personal goals
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custom 401k design and other retirement plan design and implementation
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investment and exit planning strategies focused on maximizing your business growth or exiting goals
I believe in empowering you with the knowledge and strategies to not just dream about an early retirement, but to achieve it! Let’s work together to develop a comprehensive plan that addresses your unique challenges and aspirations, ensuring you can enjoy the freedom and security you deserve.