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.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Business Boosters: How to Exit Your Business Successfully
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
Making smarter decisions about debt can help you reduce stress.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
De-stress money management in your household with a systematic approach.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Disability happens to more people, more often than you may think, and it lasts longer, too.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.