"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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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.