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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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.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Accumulation
Estimate the future value of your current savings.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Credit Card Debt
How Long Will It Take to Pay my Balance?