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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
One way to find money is to examine your current spending habits and eliminate money wasters.
The item most homeowners forget on their home improvement project checklist is insurance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here is a quick history of the Federal Reserve and an overview of what it does.
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the cycle of investing may help you avoid easy pitfalls.