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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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Calculators
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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.
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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Car Affordability
How much can you afford to pay for a car?