I provide financial services and investment planning to individuals and businesses.
No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
One way to find money is to examine your current spending habits and eliminate money wasters.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.