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
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?