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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Five creative (and inexpensive) ideas for motivating your employees.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
Do you know how to set up your financial goals for success? This knight does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.