"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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How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Car Affordability
How much can you afford to pay for a car?