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
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.