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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are six flags that may make your tax return prime for an IRS audit.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Healthy habits are one of the greatest gifts to give your child.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Explaining the SECURE Act and how the changes affect your retirement strategy.