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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Five strategies for managing your student debt.
Good employee health can be great for the company’s bottom line.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Women must be ready to spend, on average, more years in retirement than men.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When should you take your Social Security benefit?
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?