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
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Retirement Seen Through Your Eyes
What's your vision of retirement?
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.