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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Understanding Today's Financial Environment

I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.
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How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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