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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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Learn a little about worldwide currency in this fun infographic
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Four vacation destinations you might never have thought of.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how to set up your financial goals for success? This knight does.
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you explored all your options when it comes to managing your taxable income?