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Caring

We can help you create an approach that is designed to address your unique situation. 

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Independent

We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.

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Practical

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

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Understanding Today's Financial Environment

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. Sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create a game plan for pursuing their dreams. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

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A Brief Guide To Condo Insurance

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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It's easy to let investments accumulate like old receipts in a junk drawer.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Make your retirement as exciting as your next vacation.

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