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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Purchasing homeowners insurance is critical for protecting your home.
When considering life insurance, it's important to understand your options.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.