Understanding Today’s Financial Environment
As a fifth generation San Franciscan, a father of four, and a Financial Advisor since 2000, I understand that we all face unique financial challenges. The list of financial concerns and considerations facing us today is seemingly endless. And there are no easy answers or a solution that fits everyone.
My approach is to help you invest strategically, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.
I can provide you with the following financial services:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- Cash flow analysis - for everyday budgeting
- College planning - long-term planning to ensure you’re ready
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
My commitment to helping you pursue your financial goals combined with my strong community and family values provides the foundation on which trusted relationships are built.
Learn more about my background and financial planning philosophy.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The uncertainties we face in retirement can erode our sense of confidence.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Regardless of how you approach retirement, there are some things about it that might surprise you.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How does your ideal retirement differ from reality, and what can we do to better align the two?
All about how missing the best market days (or the worst!) might affect your portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.