Your Financial Future
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
I am in the business of helping my clients address all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- College planning - long-term planning to ensure you’re ready when your children are
- Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
- Access to Investments - for diversification and professional management
If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.
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An increasing number have been developed to help individuals with their personal finances.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
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This calculator will help determine whether you should invest funds or pay down debt.
Take the guesswork out of your IEP or SEP with this helpful article.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn about what risk tolerance really means in this helpful and insightful video.
With alternative investments, it’s critical to sort through the complexity.
Here is a quick history of the Federal Reserve and an overview of what it does.