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Asset & Investment Learning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

HSA's

HSA's

  1. Can I make a Deductible Contribution to my HSA?
  2. Will the Distributuion from my HSA be Tax & Penalty-Free?
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IRA's

IRA's

  1. Can I contribute to my Roth IRA?
  2. Should I contribute to my Roth IRA vs my Traditional IRA?
  3. Can I do a Qualified Charitable Distribution from my IRA?
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Annuities

Annuities

  1. Does an Annuity fit with my Financial Plan?
  2. Should I set up a 401(k) for my Business?
  3. Should I roll over my Dormant Traditional 401(k)?
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House and Home

House and Home

  1. What issues should I consider when Reviewing my Property and Casualty Insurance Policies?
  2. What issues should I consider when Buying a Home?
  3. Should I consider Refinancing my Mortgage?
  4. What issues should I consider when Moving Out of State?
  5. Should I Pay Off my Mortgage?
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Investments

Investments

  1. What issues should I consider when Reviewing my Investments?
  2. What issues should I consider when Harvesting Capital Losses?
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Stock Options

Stock Options

  1. What issues should I consider regarding my Non-Qualified Stock Options?
  2. What issues should I consider regarding my Incentive Stock Options?
  3. What issues should I consider regarding my Restricted Stock Units?
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