"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?

Why do Renters Have to Save More?

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Questions? Let's connect

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