"Planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future."
As a fully independent CERTIFIED FINANCIAL PLANNER™, I am not restricted to any investment product or service, and work exclusively for the benefit of my client.
I care deeply about helping my clients achieve their goals and objectives and strive to provide them with the highest- quality service and guidance.
- Honest, transparent, and open communication
- Highly responsive, first class service
- Objective, knowledgeable, and timely advice
- Working hard to earn the trust and confidence of every client
- State-of-the-art technology, to help clients manage their entire financial picture
Newsletters
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.