Are you satisfied with paying more income taxes than you have to?
As a former tax preparer, I understand how decisions in each area of your financial picture can have a beneficial or detrimental impact on income taxes you pay now - and later. When I work with you, I ask about your needs, your dreams, your values. As I offer solutions that enable you to invest in what matters most to you, tax efficiency is uppermost in my mind, unless you enjoy funding the government more than is required! Contact me for information tailored to your particular situation.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
