As your Personal Financial Consultant, I see myself as the captain/navigator of your ship. My job is to assist you in getting to your family’s financial and investment goals, with the least worry. I can’t promise you no problems, but I can promise that I’ll utilize my experience and expertise to take you on the smoothest trip that I can. And if we do hit problems, I won’t "jump ship" on you. I’ll be your teammate throughout until we get you to your destination.
Have You Charted Your Financial Course Yet?
Newsletters
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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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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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.