Navigating Your Future
We specialize in working with pre-retirees and new arrivals to the Round Rock and Austin area who want:
- A financial plan that organizes assets and future income streams
- Confidence that they will be able to retire on their own terms
- Personalized attention to help them grow and protect their wealth
While our clients may have common financial concerns, you have your own unique story. We help you to visualize your goals, feel confident about your choices, and regularly review your portfolio and financial planning concerns to ensure you are staying on course.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, please feel free to contact me with any questions you may have about any particular investment concerns or products.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Four vacation destinations you might never have thought of.
A quick look at how federal income taxes work.
The item most homeowners forget on their home improvement project checklist is insurance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Military families face unique challenges, making personal finance even more critical.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you died, what would happen to your email archives, social profiles and online accounts?