My philosophy for financial freedom for you is based on the following cornerstones of my practice, which I utilize in serving every client:
First, I take every precaution to do no harm, by instituting Asset Protection, making sure proper asset protection strategies are in place.
Secondly, a strong emphasis is placed on Asset Growth, by initially working to understand an individual's needs and goals, then striving to grow those assets we have set aside for you to pursue greater wealth.
Finally, I make a conscious effort to devote attention from the start to Retirement Income Planning.
What You Can Explore On This Website:
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Purchasing homeowners insurance is critical for protecting your home.
Understanding the value of a home warranty.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all your options when it comes to managing your taxable income?
You’ve made investments your whole life. Work with us to help make the most of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.