"My personal goal is to become a lifetime resource for each and every client."
In today's uncertain times, it's helpful to have someone on your side to help you navigate your financial future. My job is to help make sure the strategies you have for yourself and your family are sound choices. Let me help you by getting a clear understanding of your financial goals. I'll build a roadmap to help you achieve them, and then help you to adjust the roadmap when your needs change.
My practice covers all areas of financial services, from investments and retirement planning to risk assessment and estate conservation strategies. I focus on helping my clients develop a comprehensive, cohesive strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
On my Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. I offer educational articles that outline financial concepts and highlight products designed to help fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit my Web site often, as its content is constantly changing.
For help with your financial management, or for more information, please contact me today.
Newsletters
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.
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Is a High-Deductible Health Plan Right for You?
What distinguishes HDHPs from preferred provider organizations (PPOs)? Learn about some key differences between the plans.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.