Broker Check
A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup From Boats to Brokers Jane Bond: Scaling the Ladder
 

Gold Medal Services

 

Wealth Management Issues

 

Five Main Areas of Financial Planning

 

A Holistic Approach

A Lifestyle Financial Planning Practice Focused on You

Have you ever asked yourself, “Do we have “Enough” money so that we don’t ever have to worry about running out of money during our lifetime?” In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without a sound yet flexible strategy in place, it can be difficult for you to effectively pursue your goals. I have financial planning software, that will provide you with your own personal financial plan. It's a great roadmap to keep you focused and on track to meet your goals.

I started an independent Lifestyle Planning practice years ago dedicated to helping you make smart money decisions based on your current situation, goals and feelings. I provide sound financial advice and individualized service that will make a positive difference in helping you pursue and meet your financial goals.

Whether you are a retiree, a business owner, a corporate executive, or a family, I can work closely with you and your advisors to develop creative solutions to solve your financial concerns. And as an independent advisor, you can feel confident knowing that my guidance is truly my own, objective and not influenced by corporate proprietary products. I am committed to providing you impeccable, personalized service that stands out from the average firm. 

To learn more about my lifestyle planning services and to answer the question, “Do we have Enough?”, please call my office today to schedule a free complimentary consultation. You’ll be happy that you did.

Contact Us

Helpful Content

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

5 Smart Investing Principles

5 Smart Investing Principles

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

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

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

View all calculators arrow

5 Smart Investing Principles

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow