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RETIREMENT PLANNING

How can you confidently plan for your retirement? Together, we will develop a multi-faceted strategy that provides you with peace of mind for your retirement.  Learn More.

WEALTH MANAGEMENT

With all the constant noise in the media, how can you know what is prudent for managing your wealth? I will manage your wealth, so that you can spend your time doing what is most important to you. Learn More.

I am a fiduciary and a fee-only, CPA financial planner.

Learn what I can do for you. Schedule a No-Obligation meeting today.

 

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The Informed Investor

Five Key Concepts For Financial Success

Many people today are facing difficult choices in achieving their financial goals and, as well they should, are asking serious questions. My goal with The Informed Investor is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money.

Because educated investors are the most successful investors, The Informed Investor shows you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. It is designed to not only support you in your efforts to preserve what you already have, but to also efficiently capture the market’s returns for your investments.

Download the E-book.

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