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The vast wealth of data instantly available through an electronic medium like the internet is truly making ours an information-based economy.

And while many speculated that this information would simplify their lives, many more have found it is only making things more complicated.

When it comes to making financial decisions, the information you can find through internet sites like this one is a great start, but is only half the picture. What many investors need to be successful is a relationship with a trusted investment professional who will help them sort through the maze of available information and make informed, intelligent choices.

That is what I can do for my clients. And it is what I can do for you. I specialize in the following areas:

  • Tax-advantage investing-to reduce your tax liability and let  more of your money work for you
  • Retirement planning-to design an investment strategy to help you address all of your retirement goals
  • Individual bonds- to provide a foundation for your portfolio
  • Mutual funds
  • Variable and fixed annuities
  • Corporate 401(k), Retirement Plan& Investment Management

If you would like any further information about these topics, or other areas of investing, please do not hesitate to call or email me. 

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Social Security: By the Numbers

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Tax-Deferred Growth

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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