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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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
Calculators
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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.
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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?