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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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Looking ahead can help you conquer these unique obstacles.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn about the latest sport to sweep the nation with this informative article.
Learn about the rise of Impact Investing and how it may benefit you.
Here are five facts about Social Security that are important to keep in mind.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Bucket lists don’t have to be for tomorrow.
With alternative investments, it’s critical to sort through the complexity.
All about how missing the best market days (or the worst!) might affect your portfolio.
Preparing for the unexpected can make all the difference if your family relies on your income.
What are your options for investing in emerging markets?