Helping individuals minimize taxes and pursue a secure retirement.
Objective advice from an independent expert
A trusted advisor to help reach your goals
Your goals are the driving force behind the financial guidance offered. As an independent advisor, I only select the solutions and strategies that are right for you. I am not beholden to the corporate agenda and investment banking influences of a Wall Street Firm or the conflicts of interest that plague the Wall Street giants. I work for you and make recommendations that will help you achieve your goals and objectives.
Newsletters
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.