Your Financial Partner
My commitment is to help you work towards achieving all your financial goals, provide you with a customized retirement plan while supplying services and products at a “One Stop Financial Planning Shop."
I have a commitment to excellence in everything I do. I consider it an honor and a privilege to help my clients work towards making sound investment decisions that will contribute toward a secure future. I provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies through my affiliation with Cambridge Investment Research, Inc., so I can help protect my client’s lifestyle for a lifetime.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding the value of a home warranty.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.