"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
-
Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
-
Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
-
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
-
A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.