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
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Estimate total wedding costs and see how different choices affect your overall budget.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.