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Today’s financial environment is difficult to navigate, and the future is even harder to predict. As a Certified Financial Planner™ with more than 30 years of expertise, I work with individuals and business owners to develop plans to meet their specific financial needs and goals. 

Whether you are just starting out in your career, accumulating wealth, or in your retirement years, I look forward to assisting you in developing a financial plan that will give you the financial confidence we all seek. 

CLICK HERE to schedule your Complimentary Consultation

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck