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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Bonds may outperform stocks one year only to have stocks rebound the next.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding how capital gains are taxed may help you refine your investment strategies.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
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.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A special needs trust helps care for a special needs child when you’re gone.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.