Hello and thanks for visiting my new website.  In addition to being a CPA I am a Personal Financial Specialist.   I create tax-smart wealth management plans and investment portfolios by focusing on after-tax returns.  After all, its not what you earn but how much you keep that matters!

As a seasoned  tax professional with the knowledge of investments and financial planning, I am ready to help you craft your very own tax-smart investment portfolio.  Call me today and lets get started on a plan for your financial future!

 

                           Product Offerings               Service Offerings

401(k) Rollovers  Retirement Income Opportunities

Roth & Traditional IRA's

Investment Advisory Services

Mutual Funds  Personal Financial Planning 
Stocks & Bonds Tax-Smart Investing Advice
Fixed & Variable Annuities Insurance Strategies
Long-term Care Insurance Business Consulting
Disability Insurance  Estate Tax Analysis
Life Insurance    Tax Preparation

                                                        
 Welcome to my new Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.