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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are common mistakes you can avoid when saving for retirement.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Marriage changes everything, including your insurance needs.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a few things to consider when buying or leasing your next vehicle.
Even low inflation rates can pose a threat to investment returns.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Around the country, attitudes about retirement are shifting.
Here are five facts about Social Security that might surprise you.