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:
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Term insurance is the simplest form of life insurance. Here's how it works.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What is your plan for health care during retirement?
When do you need a will? The answer is easy: Right Now.