Invest With A PlanSM
Investing is a process, not an event. Investing is not just about choosing a specific stock or mutual fund; investing is building a unique plan to guide financial decisions based on defined financial goals. Choosing appropriate investments is certainly part of the process, but it needs to be done in the context of an overall strategy.
My practice is built upon a comprehensive approach to wealth management. We work together, proactively, to anticipate when each of 8 wealth management issues are likely to become a priority for you. I can then be ready with ideas, suggestions and alternatives to address these issues. My background leads to a process-driven and disciplined, yet flexible, approach.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Five phases to changing unhealthy behaviors.
Technology tips to make your next trip even better.
Four vacation destinations you might never have thought of.
Five strategies for managing your student debt.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Making the most of surprises is a great reason to work with us.
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.