Your Financial Future
We live in crazy economic and political times. One affects the other and it all affects us. It creates challenges. But along with these challenges come opportunities and potential rewards. You are either growing, preserving what you have or losing ground, depending on your strategy. Without a game-plan to grow or preserve what you have, it is more likely you will lose ground.
If you are facing retirement and want your dollars to last longer than you think they can, you should call me for a free consultation on how simple distribution strategies may help change the quality of your retirement lifestyle.
If you are growing your retirement but worried that one market correction could set your retirement back ten years, you should call me.
If you don't think that you might be able to achieve similar returns to what you have been getting, while attempting to reduce risk, you really should call me today to see if you can!
If you want to pass your estate on to your children, grandchildren or favorite charity and would like to avoid some typical costly mistakes, you should call me.
In short, if you want to know what your options are, you should call me today for a free consultation. Now would not only be a good time, it would be the best time. Give me a call now.
We are just one phone call away from becoming friends. My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my success. Call me.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, email me regarding any questions you may have about any particular investment concepts or products. I will get back to you quickly with a thoughtful answer. If you want a quicker answer, call me.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn a little about worldwide currency in this fun infographic
Read this overview to learn how financial advisors are compensated.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Tips to avoid checking in luggage on your next vacation.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
All about how missing the best market days (or the worst!) might affect your portfolio.
Make your retirement as exciting as your next vacation.
It’s never a bad time to speak with your financial professional about changes in your situation.