Your Goals

My job is to help you to identify the goals that will help you get from where you are today to where you want to be. My goal is to help you not only worry less, but have more time to enjoy what is important to you in your life.

Click on any one of the below "wish list" statements and find out how I can help you work towards achieving that goal:


 

I want a better return on my investments.

I'll examine where your money is now and will offer alternatives that may help you optimize returns for your level of risk. Keep in mind that investments are subject to risk and may decline in value. 


 

I want to make sure that my family is financially protected should something happen to me.

Perhaps one of the more compassionate and important goals you may have. Having appropriate insurance coverage for both your life and the possibility of a disability is critical to any plan.


 

I don't mind paying taxes, but I want to keep more of my money for me.

There are several ways you can save money on taxes, from tax-deferred to (there are no tax free investments) investments to deductions and credits you may not be aware of, I can work with you and your tax advisor to point out any advantages you may be able to take.


 

I want to be able to afford the best education possible for my children.

It's never too early to start saving for your child's education. I can help you choose the appropriate investments and show you financial vehicles that may be tax-advantaged.


 

I want to retire comfortably at age 60. Possible?

Such a goal may not seem quite lofty with the right guidance. Depending on your particular financial situation, with the appropriate investment vehicles and right use of tax advantages, you just may be able to retire financially secure at age 60.


 

I want to keep control of my decisions when I retire.

Keeping this type of control will require you to prepare now. I will work with you to help ensure you have enough money and ways to pay for long-term care should you need it. I will also, working with your attorney, show you the legal documents you'll need for your health and financial decisions to come to fruition.


 

I want to maintain a certain lifestyle when I retire.

I can show you ways to set up various retirement income streams to help fund your future lifestyle. 


 

When it comes to my investments, I want to feel a sense of confidence.

I can work with you to develop and implement an investment strategy that best fits your needs, including your tolerance for risk and time-frame.


 

When the time comes, I want to make sure that my money and my things go where I want them to go.

A will is important when it comes to the disposition of your property. But, a will may not be enough. You can use tools, such as trusts, to ensure that the decisions you make now are carried out later. I will work with you and your attorney to develop a comprehensive strategy designed to make sure your things do get to where you want them to go and that your heirs get a greater share than Uncle Sam.


 

My business is important to me, so I want to make sure it is protected.

I can show you how you can protect your business from the loss of a key employee and how to retain others. I can also work with you and your attorney to make sure your wishes for your business and your family are carried out should something happen to you.


 

I want "X" for "X" by "X."

If you're like most people, you have a unique set of goals. For example, you might want to buy a boat in ten years for $20,000. I can give you the guidance you need to work towards that special goal. I have the experience, tools, and know-how to help you realize your financial dreams.