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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here's a breakdown of how the federal government spends your tax money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Don’t overlook the need for renter’s insurance if you rent your home.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
For homeowners who think their property taxes are too high, there are ways to appeal.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
Here’s a quick guide to checking to see if you have unclaimed money.
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
How do the markets usually react to elections? Was the 2016 election any different?