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.
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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When to start? Should I continue to work? How can I maximize my benefit?
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Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
There’s an alarming difference between perception and reality for current and future retirees.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you died, what would happen to your email archives, social profiles and online accounts?
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