Every engagement starts with understanding you.
Then the economics goes to work.
For individuals & families
Your financial life isn’t a product to be sold — it’s a system to be designed.
- Comprehensive financial planning — goals, cash flow, taxes, insurance, and estate considerations in one coordinated plan
- Investment portfolio management — built around your risk tolerance and timeline
- Retirement & wealth-building strategies — from first savings milestones to drawdown planning
- Divorce financial planning
- Special needs & estate planning coordination
- Insurance planning
The 2026 contribution order & two routes to a Roth IRA
Which account to fill next, how much fits, and which Roth door your income leaves open — every figure traced to its IRS source.
401(k) or rollover IRA? — a comparison on thirteen topics
The most common move in retirement planning — and the least examined. Leaving an old 401(k) in place vs. rolling it to an IRA, side by side on thirteen topics — plus the SEP-IRA → solo 401(k) reverse rollover.
Coming soon — sign up for the newsletter to receive it once available (EN + Türkçe).
Sign up for the newsletter →For small business owners
You built the business — now let’s make it build your future.
- Retirement plan design — Solo 401(k), SEP IRA, SIMPLE IRA: which one actually fits your business, headcount, and cash flow
- Owner financial planning — separating business wealth from personal wealth, and growing both
- Tax-efficient investment strategy
The small business owner’s retirement plan
Which of the three plans fits your business, the 2026 limits side by side, and one solo owner’s numbers under each — every figure traced to its IRS source.
Coming soon — sign up for the newsletter to receive it once available (EN + Türkçe).
Sign up for the newsletter → See all guides →For Turkish-speaking clients
Financial advice lands differently in your own language. I advise Turkish-speaking families and business owners across the U.S. — in Turkish.
- Bilingual advice — meetings, plans, and documents in Turkish or English, your choice
- Cross-border retirement — SGK + Social Security coordination, and whether buying days under Law 3201 makes sense for you
- U.S.–Turkey tax awareness — treaty basics and the FBAR / Form 8938 reporting thresholds; for filings, I’ll point you to a cross-border CPA
- A growing Turkish-language library — free
İki sistemde emeklilik, iki ülkede vergi
Türkiye–ABD emeklilik + vergi el kitabı — Türkçe. İki maaşı nasıl alırsınız, hangi ülke vergilendirir, gün satın alma ve on adımlık kontrol listesi — her kural resmî kaynağına (SSA, SGK, IRS) kadar izlenebilir.
Çok yakında, almak için bültene kaydolun.
Bültene kaydolun → Videoyu izleyin (10.000+ izlenme) → Tüm Türkçe kaynaklar →Free 30-minute intro call
We talk about your situation. You ask anything. I’ll tell you what I’d look at first.
Personalized plan & proposal
I analyze your full picture and present a plan — with fees disclosed upfront, in plain English.
Ongoing partnership
We implement together, monitor continuously, and adjust as your life changes.