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SUPERCPAâ„  Special Situation Planning

Throughout your life some expected and unexpected needs will come your way, whether it is:


  • Planning for a wedding
  • Taking a spur-of-the-moment dream vacation
  • Deciding to buy a second home
  • Planning for change in employment
  • Planning for bankruptcy
  • Planning for opening a business
  • Financial planning for disabled family members
  • Or just planning for the unforeseen


How we can help:


I am here to help you with situations that do not always fit nicely into the other wealth management issues. I can assist in determining a path to help guide you through whatever financial challenges and opportunities arise.