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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding the value of a home warranty.
Your credit score may influence how much you pay for auto and home insurance.
Five creative (and inexpensive) ideas for motivating your employees.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Five phases to changing unhealthy behaviors.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
That big list of dreams and goals isn't the only way to look at your bucket list.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The market is as unpredictable as the weather. We’d love to help you prepare.