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 Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Tax-Saving Opportunities You Shouldn’t Overlook
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Spotting Credit Trouble
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Prepare for Unexpected Expenses in Retirement
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Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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Learn a little about worldwide currency in this fun infographic
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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See how much you may need to save now to cover future college costs for your child.
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Compare different mortgage term lengths side by side to find the option that fits your budget.
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Estimate potential long-term care costs and what coverage may help address them.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
An Arm and a Leg
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.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.