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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Your credit score may influence how much you pay for auto and home insurance.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 smart strategies that may help you pursue your investment objectives
Learn about what risk tolerance really means in this helpful and insightful video.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Even low inflation rates can pose a threat to investment returns.