Committed To Helping My Clients Achieve Their Financial Goals.
I am committed to helping my clients achieve their financial goals for themselves, their families and their businesses by providing them with strategies for asset accumulation, preservation, and transfer. As an independent financial advisor, I present unbiased recommendations and advice leading to long term relationships with my clients. From mitigating risk with life and/or long term care insurance, college or retirement planning, asset protection, tax savings strategies and wealth transfer, I offer hands on guidance and customized solutions. An adequately diversified portfolio is important for achieving more consistent returns in order to help improve diversification and weather the volatile marketplace.
Newsletters
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Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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Can You Put the Brakes on Rising Auto Insurance Premiums?
Auto insurance premiums increased more than 22% from March 2023 to March 2024. This article outlines some steps that may help reduce premiums.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.