As an Investment Advisory Representative of United Planners, I understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because most of my clients are retirees with similar concerns, I feel that I am in the best position to approach such challenges with experience and skill. Most of my clients lack the time, the desire, or the experience to manage their investment portfolios. I consider it an honor and a privilege to help make sound investment decisions that will contribute to a secure future.
I have made a commitment to excellence in everything I do. My goal is to exceed my client’s expectations at all times.
IMPORTANT CONSUMER INFORMATION:
This information is intended for use only by residents of AR, AZ, CO, KS, LA, MO, NC, OK, TN, and TX. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than LA, NC, NE, TN, TX.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
For many, retirement includes contributing their time and talents to an organization in need.
Tax preparation may be the perfect time to give the household budget a check-up.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
There are things you can do to keep yourself safe when you lose your wallet.