Helping You Plan Your Financial Future
Today's investment climate offers unprecedented opportunities. My mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for achieving those goals
- Ongoing advice to help adjust their roadmap when their needs change
Services such as investments and retirement planning are offered in my capacity as a registered representative of Cetera Advisor Networks LLC. Other services such as risk management and estate conservation strategies, property and casualty and health insurance as well as financial management are offered through Financial Assurance Services.
My focus is to help clients develop a customized, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term objectives. On this Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. It offers educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit this Web site often, as the content is constantly changing.
For help with your financial management, or for more information on Financial Assurance Services, please contact us today.
Newsletters
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Lease Payment
How much would your monthly lease payment be?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.