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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Find out how to pay off your credit cards and protect your paycheck so you can live more confidently.
Even the savviest and most experienced among us need financial planning check-ins.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Read this overview to learn how financial advisors are compensated.
Infographic: Who Sits at Your Table?
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, cracking the code on bonds.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.