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 prosective 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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Here are 5 reason why you may consider working through retirement.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
For some, the social impact of investing is just as important as the return, perhaps more important.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Imagine your ideal post-pandemic retirement with this animated video.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here are five facts about Social Security that might surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.