Working With You to Pursue Your Financial Goals
I am an experienced financial advisor who has provided portfolio guidance and brokerage services to individuals for over 21 years. I work with my clients to understand their individual investment, insurance, and financial planning needs. I take the time to educate my clients on the choices they need to make, the alternatives available to them, and the individualized portfolios that are best suited to their risk tolerance and goals.
As an independent and experienced professional, I offer mutual funds and insurance products to individuals from a wide range of companies. Since I do not represent any one company exclusively, my research and recommendations are not limited to a short list of company- approved fund choices or a "one-size-fits-all" model portfolio.
I have clients with whom I have worked with for more than a decade. My clients value the relationship that we establish and my attentiveness to their needs. They have remained with me as I moved from positions in a large firm to my own independent practice, where I have more choices and greater flexibility to offer them as I work with their accounts.
If you are looking for someone to work with you to develop a plan for your financial goals, I will provide you with a complementary analysis of your current portfolio.
Thank you,
Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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A Pension Strategy That May Boost Your Income
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.