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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Knowing your options when a CD matures can help you make a sound investment decision.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
If you find it hard to attain personal life goals, there’s an app for that!
Read this overview to learn how financial advisors are compensated.
There are ways to improve your physical fitness without denting your fiscal fitness.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If you died, what would happen to your email archives, social profiles and online accounts?