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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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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