Discover Financial Solutions
that Match Your Unique Situation
You want solutions that are customized for you, and you don't need to pay a lot of money to learn more.
- Are you confused about when to retire or how much money you'll need?
- Are you baffled by college financial aid and parent PLUS loans destined to compromise your financial future?
- Are you worried about holding your financial house in order, while being pinched between caring for elderly senior parents, while still caring for your own family's demands?
- Perhaps your a business owner who is concerned that your retirement and succession plans are non-existent or near impossible to implement?
If any of these challenges -- or similar ones -- hit home with you, then you're in the right place for help and answers. You'll find unique, cutting edge strategies here that put you in the driver's seat and in charge of your financial future, You'll learn how to plan proactively, instead of recoiling reactively to financial crises all the time.
There are valid reasons why you feel the financial pressure that you feel. Understanding financial principles and the investment markets can be challenging, and that is why people come to me over time. You may solve your issues with occasional personal research, but you may find that the decisions that you made aren't producing the results you want. Maybe your plan was not as efficient as it could have been.
Those small mistakes can accumulate against your best interests over time. Another choice you have is referring to someone with professional resources , broad experience, and expertise that can help you see the bigger picture, so that you can get things right this time. That's what you'll find here.
Thank you for joining me. If you have any questions, don't hesitate to call or email me. There is never any obligation or sales pressure ever to do something or pay anything that you're not totally comfortable with. Find contact details below.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Building wealth requires protection from the forces of wealth destruction.
Good employee health can be great for the company’s bottom line.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
An increasing number have been developed to help individuals with their personal finances.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Women must be ready to spend, on average, more years in retirement than men.