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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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Alternative Investments - Going Mainstream

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Money Draining Food Myths

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IRA Withdrawals that Escape the 10% Tax Penalty

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This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Investment Strategies for Retirement

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The importance of life insurance, how it works, and how much coverage you need.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should I Invest In REITs?

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