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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Saving for College 101
Here’s a crash course on saving for college.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Understanding how a stock works is key to understanding your investments.
What can be learned from the savings rate?
Life insurance proceeds are generally tax-free. But not in all cases.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Sustain financial well-being or create wealth through these actions.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
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.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how to set up your financial goals for success? This knight does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?