I provide accounting, tax, financial services and investment planning services to individuals and businesses.
I am a Certified Public Accountant and Certified Financial Planner. The Better Life Wealth Management Group is a consulting firm that offers accounting and financial services. Accounting services include bookkeeping, tax preparation, software implementation (I am a Quickbooks Pro Advisor) and business consulting. Through my affiliation with HD Vest Investment ServicesSM, I offer a full range of financial services including personal and business financial planning. These services include, but are not limited to, investment management, retirement plans (design and implementation), and insurance.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When considering life insurance, it's important to understand your options.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
To choose a plan, it’s important to ask yourself four key questions.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential capital gains taxes due on your transactions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.