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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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
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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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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Lease Payment
How much would your monthly lease payment be?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.