My objective is to serve semi- and emerging affluent clients for whom I will provide Accounting, Tax andtotal wealth care management services.These retirement and estate planning services enable them
To potentally attain financial goals
To keep the promises they have made to themselves and their loved ones, and
To retire with dignity and independence.
My training and experience allows me to deliver solutions to these promises from a tax-advantaged perspective.I am independent of proprietary products and maintain objectivity in advising you on investment, tax and estate planning issues.
I provide tax-advantaged wealth management solutions for my affluent and emerging affluent clients.In so doing I help them reason through decisions and mitigate the risk of emotionally-charged decisions in their financial lives.This will enable them to keep their promises to their spouses, children and all others of significance to them.
Impact of Inflation
Estimate the future cost of an item based on todays prices and the rate of inflation you expect.
Determine whether you should consider refinancing your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Financial IQ Test
Take this quick quiz to find out your Financial IQ
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HOT TOPIC: What's Ahead for 2010?
Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?
Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.
International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
How State and Local Governments Can Help You at Tax Time
Municipal bonds are debt obligations issued by state and local government entities. With few exceptions, they pay interest that is not subject to federal income tax.
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Manage your taxes and prepare for the upcoming tax season.
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Securitiesofferedthrough 1st Global Capital Corp., member FINRA/SIPC;Investment Advisory Services Offered Through 1st Global Advisors, Inc. We are currently licensed to sell securities in the states of AZ, AR, CA, CO, FL, GA, KY, MI, NJ, NY, PA, TN, UT, VAand WA