You'll find on this page all the information you need to start planning your financial future. Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy advisor who has a clear understanding of their needs.
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and transfer your wealth to your children and grandchildren. I do this by working with a team of experts.
As an experienced financial consultant, I am at your disposal for private and confidential one-on-one consultation to guide you and help you decide on a tailored investment plan to meet your specific situation.
Do you have any questions?
Feel free to call me or email me.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Don't let procrastination keep you from pursuing your financial dreams and goals.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A four-step framework for building a personal legacy.
Six overlooked tax deductions to help manage your tax bill.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.