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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How Income Taxes Work
A quick look at how federal income taxes work.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Life insurance proceeds are generally tax-free. But not in all cases.
Here's a breakdown of how the federal government spends your tax money.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
An increasing number have been developed to help individuals with their personal finances.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
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
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn how to harness the power of compound interest for your investments.
There are hundreds of ETFs available. Should you invest in them?