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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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Accumulation
Estimate the future value of your current savings.