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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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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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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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.