As a Certified Public Accountant and a Certified Financial Planner, I am uniquely qualified to address all of your planning concerns. In addition to these certifications, I am a licensed insurance and investment professional. Affiliated with Avantax Investment Services SM, I offer unbiased and objective advice without corporate demands on investment alternatives.
Email or call now to schedule a complimentary initial consultation to discuss your financial needs and concerns. Having an emergency fund may help alleviate the stress and worry associated with a financial crisis. Business owners may be able to protect themselves from the financial consequences of losing a key employee. For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding the types of extended care services-and what those services could cost-may be critical. This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Email or call now to schedule a complimentary initial consultation to discuss your financial needs and concerns. Having an emergency fund may help alleviate the stress and worry associated with a financial crisis. Business owners may be able to protect themselves from the financial consequences of losing a key employee. For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding the types of extended care services-and what those services could cost-may be critical. This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Services
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals.
I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals.
I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
A comprehensive financial plan encompasses a person's financial needs and life goals, as they pass through different stages of maturity.
It seeks to assist in; protection, accumulation, distribution and the ultimate disposition of financial assets.
Where you are in life, determines what are your most important planning needs.
Although a full financial plan attempts to address all of a person's needs and goals when developed.
It is by no means static.
Life events occur that require plans to be altered.
It seeks to assist in; protection, accumulation, distribution and the ultimate disposition of financial assets.
Where you are in life, determines what are your most important planning needs.
Although a full financial plan attempts to address all of a person's needs and goals when developed.
It is by no means static.
Life events occur that require plans to be altered.
AARP did a study in 2002 that predicted by 2010 there would be 80 million grandparents in this country spending, on average, $489 per year on their grandchildren.
That's 30 billion dollars annually.but how many of those gifts will stand the test of time?
If $489 a year was invested in a 529 Plan at the beginning of each year for a period of 18 years and had a moderate growth of 8%,* the balance at the end of the period would approximate $19,780.
Imagine the memories and future you could help provide- Education is the gift that keeps on giving.
That's 30 billion dollars annually.but how many of those gifts will stand the test of time?
If $489 a year was invested in a 529 Plan at the beginning of each year for a period of 18 years and had a moderate growth of 8%,* the balance at the end of the period would approximate $19,780.
Imagine the memories and future you could help provide- Education is the gift that keeps on giving.
I take pride in keeping you informed on the progress of your portfolio.
After you and I have selected and implemented an appropriate investment mix, your investment progress is reported to you on a quarterly basis.
H.D. Vest's reporting package is among the best in the industry.
Each report provides you with the means to monitor your portfolio and measure your progress toward your financial goals.
And of course, I am always available for regular conversations with you about the status and performance of your investments.
After you and I have selected and implemented an appropriate investment mix, your investment progress is reported to you on a quarterly basis.
H.D. Vest's reporting package is among the best in the industry.
Each report provides you with the means to monitor your portfolio and measure your progress toward your financial goals.
And of course, I am always available for regular conversations with you about the status and performance of your investments.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
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