Broker Check
Women and Retirement Social Security: By the Numbers The Cycle of Investing The Power of Tax-Deferred Growth
Agent Photo

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. 

Helpful Content

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow