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. In doing so, you will not only worry less, but will have more time to enjoy what is important to you in your life.
Review any one of the below “wish list” statements and find out how I can help you make that wish come true:
I’ll examine where your money is now and will offer alternatives that may help you optimize returns for your level of risk.
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.
There are several ways you can save money on taxes, from tax-deferred to tax-free 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.
It’s never too early to start saving for your child’s education. Not only can I help you to choose the appropriate investments, I can also show you savings vehicles that may be tax-advantaged.
Making the right investment choices now is just part of the story. I can show you how, when you’re ready to retire, those investments could be put to work for you for an income you cannot outlive.
With the right guidance, such a goal may not seem quite so lofty. Depending on your particular financial situation, with the appropriate investment vehicle and right use of tax advantages, you just may be able to retire financially secure at age 60.
Keeping this type of control will require you to prepare now. I will work with you to show you how to have enough money, how to pay for long-term care, should you need it, and, working with your attorney, show you the legal documents you’ll need for your health and financial decisions to come to fruition.
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.
A will is important when it comes to the disposition of your property. But, a will may not be enough. There are tools you can use, 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 that will make sure your things do get to where you want them to go and that your heirs get a greater share than Uncle Sam.
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.
If you’re like most people, you have a set of goals that are unique to you. You want say, $20,000 for a boat in ten years. I can give you the guidance you need to reach that special goal. I have the experience, the tools, and the know-how to help you realize your financial dreams.
