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.
Helpful Content
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Ascertaining the value of your business is important for a variety of reasons.
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Life and Death of a Twenty Dollar Bill
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When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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This calculator can help you estimate how much you should be saving for college.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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When you retire, how will you treat your next chapter?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.