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.
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Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Investors who put off important investment decisions may face potential consequence to their future financial security.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
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Three things to consider before dipping into retirement savings to pay for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.