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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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
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.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you found yourself suddenly single? Here are 3 steps to take right now.
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?