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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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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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.
Calculators
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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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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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Car Affordability
How much can you afford to pay for a car?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.