Our Philosophy is Simple!
We believe “You Gotta Have a Plan!”
Most people and many businesses do not achieve nearly as much as they might otherwise achieve because they never take the time necessary to think about where they want to be nor do they map out a financial path to get them there.
As a Certified Financial Planner® professional, my goal is to assist them to maximize their wealth accumulation possibilities by:
- Implementing proper Cash Management Principles,
- Developing a Tax Reduction Strategy
- Performing an Investment Suitability and Portfolio Construction consistent with their accumulation and retirement objectives,
- Completing a Risk Management Analysis,
- Review possible Estate Planning Techniques, including Charitable Trusts*, and construct an Implementation and Review schedule.
In short, I provide objective advice to help people make their hopes and dreams become a living reality. My goal is to teach balanced living through the implementation of prudent planning principles.
If you would like a complementary consultation to discuss these or other financial matters, please give me a call at 812.798.7239. We will sit down and discuss how I can help you reach your financial dreams.
*Legal advice and services provided by unaffiliated attorneys
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When is the Best Time to Take Social Security?
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Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
It's important to understand how inflation is reported and how it can affect investments.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding how a stock works is key to understanding your investments.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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Women are great at multi-tasking. But many drop the ball when preparing for retirement.
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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.