Thank you for looking at our website. Perhaps it will lead to us meeting one on one soon. Please know that I treat people as I would like to be treated. So forget about being sold anything. I use the highest standard of care with my clients and as a Certified Financial Planner when I engage in a relationship with a financial client, I must act in a Fiduciary capacity and not as a salesperson. You have the right to understand your financial decisions and what your best options are. Rest assured that your needs and your family needs are placed first in importance.
We specialize in three main areas. One, is Retirement Income Planning. Two, is Asset Management or money management. Third, is Estate Planning and Dignity Planning. All three of these together will help most retirees or potential retirees in the years ahead.
Let’s get to know each other. Sign up for our FREE electronic newsletter and get to know us. Also, feel free to contact us to schedule a no cost appointment where we can discuss your needs one on one. No cost means exactly that. Leave your check book at home. Only by knowing something about you can we be of assistance. We have a client data form you may wish to download below so that we can quickly understand your situation and make intelligent recommendations. Bring that form to our first meeting so we can start you down the road towards a more secure future.
See the links below for more information:
IRAs & Rollovers
We have articles on many topics, such as Retirement, Tax Planning, and Trust. Take a look at our articles.
Named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. Visit Ed Slott's IRA Help
Provides extensive information on the tax implications of Individual Retirement Accounts (IRAs). Read IRS Pub. 590
Folks, hands down this website offers some of the best current market information on strategies and tactics other investors have found useful. Visit Seeking Alpha
Our money management platform. You may access your managed Fidelity account here. Visit Fidelity.com
We have articles on many topics, such as Estate Planning & Trusts, Tax Planning, Retirement Planning, and investing. Take a look at our articles.
Publisher that produces DIY legal books and software that reduce the need for people to hire lawyers for simple legal matters such as making wills. Visit Nolo's Estate Planning page
EstatePlanning.com provides you with objective, plain-English resources you need to answer your estate planning questions and to help you better understand the estate planning process. Visit EstatePlanning.com