Building, Managing and Preserving Your Wealth Plan.
As an independent financial advisor, my loyalty is with you. With that philosophy in mind, you receive objective comprehensive advice that is not tied to any specific product or service. My focus is to uncover opportunities to guide diversification, performance and reduce risk for my clients.
Making solid financial decisions doesn't have to be confusing. Our process begins with a comprehensive independent analysis of your entire financial profile allowing me to design a thoughtful and innovative portfolio construction that delivers a customized strategy to meet your individual financial planning needs.
Using extensive knowledge and experience, along with a commitment to ongoing professional education, allows me to synthesize the evolving and complex nature of wealth management strategies. Using simple, proven techniques, I will guide you in choosing the best strategies throughout your journey in planning for, and living, your retirement goals.
I welcome the opportunity to set up an initial phone consultation or to schedule an in-person meeting to review your portfolio.
Tom
Delivering a personal connection to develop a stronger financial future for you.
Newsletters
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Car Affordability
How much can you afford to pay for a car?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.