As a Chartered Financial Consultant who provides comprehensive solutions for the financial security of my clients, I believe financial planning is a long-term collaborative relationship. My goal and pledge is to place the interest of my clients and prospective clients above all else as I work together with them to identify their objectives, define their dreams, develop a plan to help them get there and then track the progress along the way.
To find the right solutions I start by asking the right questions for the situation as they relate to examining a client's present situation, protecting what’s important, wealth accumulation, tax management, planning and managing retirement, and potentially leaving a legacy.
In providing solutions, implementing a plan, and in monitoring the ongoing progress, I am committed and honored to provide superior service to the best of my abilities.
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Managing the Risk of Outliving Your Money
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Financial Fixes: Get Out of the Minimum Payment Vortex
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.