
Welcome, and thank you for taking the time to visit my website. I encourage you to explore the site and learn more about our people, our firm, and my practice.
While there are many ways to participate in the financial markets, I believe successful investing is best achieved through proper diversification and tailored solutions. Committed to providing appropriate recommendations, I seek to understand each client’s objectives and tolerance for investment risk. Once I have a comprehensive view of each client’s unique needs, goals, and motives, I can then deliver straightforward advice and personalized financial solutions.
Newsletters
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.