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
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
Business Owners: Should You Organize as an LLC?
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.