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:
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
There are four very good reasons to start investing. Do you know what they are?
A few strategies that may help you prepare for the cost of higher education.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here’s a quick guide to checking to see if you have unclaimed money.
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.