Wealth Management

Provide For Your Future

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Personalized plans to help you grow and protect your wealth

You’ve worked hard to accumulate your wealth. My goal is to not only help you maintain that wealth but grow it long into the future for many generations to come. I can help you find solutions and safe-havens for your money.


There is no magic to making money by investing. It requires discipline, determination, perseverance, and hard work. In deciding what investments are suitable for you, you must first understand the basic rules of investing:

*Risk vs Return
*Liquidity & Marketability
*Tax Aspects
*Income vs Appreciation
*Your Goals

Income Protection

To keep your insurance costs down, don’t buy insurance to pay for every small medical bill, auto repair, or financial loss. Build a savings account to handle life’s small financial inconveniences. Think of insurance as protection against catastrophes.

You can lower your insurance premiums significantly by taking larger deductibles. Also, look for comprehensive insurance, not coverage for one specific event. The following are examples of buying the right insurance used for Income Protection:

*Personal Property
*General Liability
*Specialty & Other Insurance

Estate Planning

You work hard providing for your loved ones during your life. You can also provide for them when you are gone with a simple estate plan that legally conveys your desires to all your heirs. Here’s a short list of some of the basic documents you should consider including in your estate plan.

*Information Memo
*A Will
*A Durable Power of Attorney for Finances
*Medical Directives
*Funeral Instructions