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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.Learn More
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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Simple steps may help you foil hackers and protect your privacy.
To choose a plan, it’s important to ask yourself four key questions.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A four-step framework for building a personal legacy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
For women, retirement strategy is a long race. It’s helpful to know the route.
How do the markets usually react to elections? Was the 2016 election any different?
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Make your retirement as exciting as your next vacation.