Welcome, and thank youfor visiting my website!
Financial Planning is the process of wisely managing your finances so that you can work towards achieving your dreams and goals--while at the same time negotiating the financial barriers that inevitably arise in every stage of life.
Through 19 years experiencein the financial services and estate planning industries, I've discovered a knack for sorting through complicated situations and developing creative solutions. A technician on one hand, using my mind to match problems with solutions, and an artist,on the other hand, working from the heart to conceive, design and build something new.
TURNING VISIONS INTO REALITY!
This website is designed as a resource for you andtolearn more about who I am, and what I can do for you! Check back regularly for updated information, tips, articles and newsletters. Please feel free to e-mail me with any questions, or information you would like to seeincluded in this site!
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator is designed to help you clarify your comfort level with investment risk.
Use this calculator to determine whether you qualify for the different types of IRAs.
More Calculators →
An Estate is a Terrible Thing to Waste
A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.
Finding Your Balance
One way to help manage volatility is through asset allocation. But this process of determining the appropriate proportion of your assets based on your financial goals, risk tolerance, and time horizon is not a set-it-and-forget-it strategy.
TIPS for Fighting Inflation
Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.
HOT TOPIC: What You Don't Know About Life Insurance
The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.
More Newsletters →
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Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.
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