You Have Dreams and Goals That You Are Striving For.
I strive to help you build confidence in your financial future:
- To help you feel a deeper sense of involvement with your money
- To provide personal advice and counsel
- To be responsive and readily available
- To nurture a long-term relationship with you founded on transparency, accountability, and 35 years of experience.
We start with a conversation to discuss your dreams and goals with a fresh perspective. After becoming familiar with your current investments and the reasoning which led to them, I will create specific recommendations if needed. This advice is just part of your relationship with me; it’s offered at no additional cost. Although my recommendations may result in trade commissions or other fees, charges, or expenses, all such costs are openly discussed with you.
I promise to answer all your questions honestly, openly, and completely. It is important to me that we create a relationship built on trust and the belief that the best outcomes in life come from being fully engaged.
Contact Me Today.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
What does the Tax Reform and Jobs Act mean for you?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Life insurance proceeds are generally tax-free. But not in all cases.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know these three personal finance sayings?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.