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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Term insurance is the simplest form of life insurance. Here's how it works.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What kind of auto insurance should you have? Do you know?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you explored all your options when it comes to managing your taxable income?