Welcome and thank you for visiting!
My mission is to help my clients achieve financial security. I believe in developing client relationships based on integrity, accountability, and exceptional service.
My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. I want to become a lifetime resource for each and every client.
I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.
I look forward to hearing from you.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.