heLping yOu cultiVate your Investments into wEalth...... for a lifetime and beyond
Welcome to my Web Site.
It is my goal to assist my clients in developing an extensive personalized financial plan that effectively weighs short-term needs and long-term objectives with caring and compassion. What makes me different is my style of explanation which is easy to understand for investors in all stages, whether you are beginning to save, have a nest egg, or are now using your lifetime savings. Your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
I am a Christian and believe we should use our talents and gifts to help others. I'm here to help educate you about the concepts of financial management. Please contact me for more information on how I can help meet your financial needs for now and in the future. If there is other information you would like to have available here, please let me know.
My Services
While developing a customized financial program, I may walk you through a step-by-step process that will help make you feel confident through a series of informed decisions.
Once your goals have been established, I will offer a choice of appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
- Tax planning***
- Investment management*
- Retirement strategies*
- Estate conservation
- Insurance and annuity products**
- College Planning
- Protection planning for long-term care costs and disability
- Cash reserves
To Watch My Many Videos Regarding Financial Planning Please Follow The Link: Answers to Common Questions
You can also subscribe to my YOUTUBE CHANNEL
Newsletters
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.