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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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Lease Payment
How much would your monthly lease payment be?