We are committed to providing you with the highest quality professional service. We are dedicated to developing a personal connection with our clients and providing a lifetime of financial services for you and your family. I will not only help you identify and understand your goals, I will manage your investments to focus on those goals. Tax planning, in addition to preparation, is a key focus as taxes affect your financial well-being. Together, we will address all financial issues that affect you, such as taxes, insurance, your mortgage, and planning needs regarding retirement, college, business and estate protection. Our focus is building lifelong relationships and completely understanding our clients, and in so doing, are able to provide comprehensive, personalized financial advice.
Whatever your goals, we can help you get there
Focus on your future. Invest in your tomorrow. You need to know where you are, where you want to be, and how to get there.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A collection of tips from professional travelers.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Healthy habits are one of the greatest gifts to give your child.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What if instead of buying that vacation home, you invested the money?
When should you take your Social Security benefit?
There’s an alarming difference between perception and reality for current and future retirees.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.