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.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you explored all of your choices when it comes to managing your taxable income?
Three things to consider before dipping into retirement savings to pay for college.
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 hundreds of ETFs available. Should you invest in them?