"I do well, when my clients do well."

I work in my clients' best interest while demonstrating the highest level of care in our trusting relationship.

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Do You Need 401(k) or IRA Assistance?

Why save for retirement?

Because people are living longer. According to the U.S. Administration on Aging, persons reaching age 65 have an average life expectancy of an additional 19.3 years.* And since Social Security accounts for only about a third of total aggregate income for aged persons,** Social Security alone may not be enough to see you through your retirement years.


*source: NCHS Data Brief, Number 168 October, 2014

**source: Fast Facts & Figures About Social Security, 2014, Social Security Administration

Are You Receiving a Lump Sum?

Answering these questions may help you evaluate your short-term and long-term goals:

Will you have enough money to meet your retirement needs and other long-term goals?
Do you need more current income?
How much risk can you tolerate when investing?
Do you need to bolster your retirement savings?
Are there ways to help minimize any upcoming income and estate taxes?
How diversified are your investments?

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Questions? Let's connect

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