"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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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?