Financial Independence, Financial Direction, Financial Guidance.....
Aren't these all things you'd expect from a trusted advisor and friend?
Our first priority is helping you take care of yourself and your family. We 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 foundation of success.
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Military families face unique challenges, making personal finance even more critical.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
Women must be ready to spend, on average, more years in retirement than men.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Are you ready for retirement? Here are five words you should consider.