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
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.