Financial Planning for Select Individuals
At the heart of every company is it's people. When integrity and values are aligned, decisions are easy. As an individual, I use my experience, skills, and understanding of your needs as I build a financial plan with the goal of having the highest likelihood helping you face challenges with success. As a team, we take pride in caring for our clients as our family and friends by listening and being giving of our time.
Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Saving for College
This calculator can help you estimate how much you should be saving for college.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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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.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.