Client Centered
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Helpful Content
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.