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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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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Why Small Businesses Should Pay Attention to Accessibility
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.