heLping yOu cultiVate your Investments into wEalth...... for a lifetime and beyond
Welcome to my Web Site.
It is my goal to assist my clients in developing an extensive personalized financial plan that effectively weighs short-term needs and long-term objectives with caring and compassion. What makes me different is my style of explanation which is easy to understand for investors in all stages, whether you are beginning to save, have a nest egg, or are now using your lifetime savings. Your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
I am a Christian and believe we should use our talents and gifts to help others. I'm here to help educate you about the concepts of financial management. Please contact me for more information on how I can help meet your financial needs for now and in the future. If there is other information you would like to have available here, please let me know.
My Services
While developing a customized financial program, I may walk you through a step-by-step process that will help make you feel confident through a series of informed decisions.
Once your goals have been established, I will offer a choice of appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
- Tax planning***
- Investment management*
- Retirement strategies*
- Estate conservation
- Insurance and annuity products**
- College Planning
- Protection planning for long-term care costs and disability
- Cash reserves
To Watch My Many Videos Regarding Financial Planning Please Follow The Link: Answers to Common Questions
You can also subscribe to my YOUTUBE CHANNEL
Newsletters
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.