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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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Calculators
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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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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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Lease Payment
How much would your monthly lease payment be?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.