WELCOME
Our philosophy for financial freedom for you is based on the following cornerstones of my practice, which we utilize in serving every client:
First, we strive to do no harm, by instituting Asset Protection, making sure proper asset protection strategies such as insurance 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, we make a conscious effort to devote attention from the start to Retirement Income Planning.
What You Can Explore On This Website:
Helpful Content
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
View all calculators
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.