Now, more than ever, you need experienced counsel and trusted advice. My job is to help you make smart choices about your money and avoid the mistakes you can’t afford to make. My goal is to partner with you to fully address the complexities of a comprehensive financial plan.
As an independent CERTIFIED FINANCIAL PLANNER™ practitioner, I can be compensated primarily on how well I serve you rather than what I sell you. So you can always count on getting solutions and answers that are in your best interest. With consistent and thoughtful contact, I can coordinate your overall plan to help ensure that appropriate adjustments are made as your life changes.
I invite you to contact me for a complimentary meeting. We’ll discuss your goals and dreams and then prioritize a plan. We’ll identify what needs to happen now to strengthen your financial security later. I recognize that planning for the future is not a one time event, but a constantly evolving process.
I’m here to help you along the way.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A few strategies that may help you prepare for the cost of higher education.
Lifestyle considerations in creating your retirement portfolio.
Tax preparation may be the perfect time to give the household budget a check-up.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.