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I hope that you will find this to be the home for your financial planning needs and the beginning of a long lasting relationship. As an independent, fee based Certified Financial PlannerTM professional, I can help you with a plan to achieve your financial goals. This is where you will find a relationship that will last you through all of your life cycles and someone who speaks in terms you will understand. I want to work with you and grow with you so that 30 and 40 years down the road you can say that our relationship was one of the most valuable relationships in your life.
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A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Is your estate in order? This short quiz may help you assess your overall strategy.
Good employee health can be great for the company’s bottom line.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Couples may be able to head off many of the problems in a marriage that money can cause.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Changes are coming to Social Security on May 1st, 2016.
Pundits say a lot of things about the markets. Let's see if you can keep up.