CERTIFIED FINANCIAL PLANNER™ professional
Welcome, and thank you for visiting.
My mission is to help individuals, families and businesses customize tax-efficient and cost-effective strategies to reach their unique financial objectives. This is accomplished through the use of investments, insurance and various other financial products and services.
Periodically, we review your goals and strategies to gauge our progress. When your financial or personal circumstances change, often your financial strategies need to be updated to reflect those changes.
Most of all, I want to help you make informed decisions about the issues that affect your financial well being, giving you your best chance to achieve your objectives.
I hope you find this site informative and useful. Feel free to contact me if you would like more information about my services.
I look forward to hearing from you, and please remember that I always have time to assist you and the people you care about with your investments, insurance or retirement planning needs. I am totally committed to serving the financial needs of anyone you recommend to me.
CONSULTATIONS ARE COMPLIMENTARY AND, OF COURSE, CONFIDENTIAL.
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Newsletters
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.