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.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The uncertainties we face in retirement can erode our sense of confidence.
When considering life insurance, it's important to understand your options.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?