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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Technology tips to make your next trip even better.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Take a look at this 2017 Market Recap.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a few things to consider when buying or leasing your next vehicle.