"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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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
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International Investing: Opportunity Overseas?
Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.
Calculators
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Credit Card Debt
How Long Will It Take to Pay my Balance?