Your Financial Future Depends on your Choices Today
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
I am in the business of helping my clients address all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach can help you invest conservatively, identify potential ways to reduce your income taxes, uncover any financial risk exposure and potential insurance considerations to offset this risk, and to provide an estate plan to transfer your wealth to your children and grandchildren. Among my financial offerings are:
- Strategic Asset Management (SAM) — providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser.
- Retirement Accumulation and Distribution Planning
- Estate & Wealth Preservation Planning
- Income and Estate Tax Planning
- College Planning — to give your kids a good head start
- Insurance Planning — to secure your family's future needs
If this method of pursuing your financial objectives sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.
Newsletters
-
HOT TOPIC: 530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
-
Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
-
Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Car Affordability
How much can you afford to pay for a car?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?