
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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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?