Understanding Today's Financial Environment
It's possible the next few years will be as turbulent as the last. Talk of an unpredictable economy, global uncertainty, or a government that can't seem to get along makes it difficult to know if your headed in the right direction.
I am a Wealth Advisor to business owners and professionals who want to achieve a work optional lifestyle. I use a process that pulls all the pieces of the puzzle together. Together we cut through the noise and confusion so clients make smart financial decisions for themselves and family. It creates a predictable path to financial success and allows them to live more confidently.
We work together with a distinctive mind set through a series of critical meetings. We gather data to review and evaluate risks, cashflow, assets and liabilities. When we see blind spots, we make decisions to resolve them. My clients reflect how they’re better organized and have a predictable strategy toward their financial success.
We Are Here For You
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
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.
Not Just Equal Pay, Equal Job Security
While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Don’t Get Trapped by These Retirement Myths
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.
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Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.
How federal estate taxes work, plus estate management documents and tactics.
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Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
For women, retirement strategy is a long race. It’s helpful to know the route.
How does your ideal retirement differ from reality, and what can we do to better align the two?