• Financial Planner
  • |
  • Realtor
  • |
  • Mortgages
  • |
  • Insurance

Financial Planner

Just as no two investors are the same, no two financial plans, strategies or objectives should be the same. Perhaps you are looking for guidance on how to plan for your employee stock options, or how to allocate your 401k. Maybe you would like to have a comprehensive financial plan designed to help you achieve your retirement goals. Your financial well being should reflect the changes in your life. Please take a minute to fill out the form below, and I will have the right person contact you— one that won’t gouge you.

First Name*
Last Name*
Email Address*
Phone*
City*
State*

Please answer the following about you (and your spouse, if applicable):

Total Taxable Portfolio Value (Excluding Real Estate)
Total Traditional IRA Portfolio Value
Total Roth IRA Portfolio Value
Other Investments (e.g., ESPP, Stock Options, etc.)
Total 401(k) Portfolio Value
Real Estate Investments

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Realtor

Real estate agents help their clients buy, sell, or rent homes. Because buying or selling a piece of property can be a difficult and time consuming process for an individual (or family) to manage on their own, many people enlist a real estate agent to help them with the process. You want someone that is knowledgeable about local areas, and can recommend neighborhoods that match your needs. Please take a minute to fill out the form below, and I will have the right local expert contact you— one that will get to know you, your circumstances and your needs.

First Name*
Last Name*
Email Address*
Phone*
City*
State*
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Mortgages

Considering a home equity loan or line of credit? Is it time to refinance that mortgage loan into an ARM or a fixed rate? You need to see your options as sometimes a 15 year, 30 year or adjustable rate mortgage may be right for you. There are a lot of mortgage professionals who are new to the industry and/or only see the big commissions. A real estate transaction is one of the most important financial decisions that you will make in your life. You need someone that not only understands real estate but also can apply your mortgage needs into your financial plan. Please take a minute to fill out the form below, and I will have an expert contact you that will get you the right product for your scenario and that won’t gouge you.

First Name*
Last Name*
Email Address*
Phone*
City*
State*
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Insurance

Sometimes insurance agents seem to speak a foreign language. Sure, they use words that sound familiar, but put in the context of insurance, you’re more confused than ever. Insurance is not an investment, but rather, it protects your current and future quality of life. For instance, single people in their twenties and thirties mostly need disability insurance until they get married or buy a house. At that point they need to add term—life insurance for spouses and children. Whereas, if you are forty to sixty years old, you likely need Long—Term Care insurance a lot more than life insurance. Everyone needs insurance but not everyone gets the proper type of insurance. Please take a minute to fill out the form below, and I will have a trusted person contact you.

First Name*
Last Name*
Email Address*
Phone*
City*
State*
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