"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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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Your Business: Minimum-Wage Laws in the Spotlight
As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.