My goal as a Financial Professional / Dave Ramsey SmartVestor Pro is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a road map to reach your goals and make wise decisions to help improve your financial situation.
The process I follow in completing a total financial strategy consists of:
- Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
- Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
- Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here’s a guide to explain all the parts of Medicare.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When to start? Should I continue to work? How can I maximize my benefit?
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.
A bucket plan can help you be better prepared for a comfortable retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
Roth IRAs are tax advantaged in a different way from traditional IRAs.