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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Around the country, attitudes about retirement are shifting.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The uncertainties we face in retirement can erode our sense of confidence.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here’s a guide to explain all the parts of Medicare.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
All about how missing the best market days (or the worst!) might affect your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It's easy to let investments accumulate like old receipts in a junk drawer.
Here is a quick history of the Federal Reserve and an overview of what it does.
What does your home really cost?