Your Partner for Success
My commitment is to help you work towards achieving all your financial goals and to provide you with a "worry-free" retirement. I consider it an honor and a privilege to help my clients work towards making sound decisions that will contribute toward a secure future. By providing impeccable client service to help reduce taxes and protecting assets by utilizing numerous investment products and strategies, I can help protect my client's lifestyle for a lifetime.
Please feel free to explore this site to gain a better understanding of my services and how I can help you plan for and meet your financial goals.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Here are some simple and inexpensive energy-saving tips that may help you save money.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
One way to find money is to examine your current spending habits and eliminate money wasters.
A look inside the U.S. government's statistics on household net worth.
A few strategies that may help you prepare for the cost of higher education.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.