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.
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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Do your insurance needs stay the same when the nest empties?
What kind of auto insurance should you have? Do you know?
This article may help you maximize the benefits of your donation for your chosen charity.
A change in your mindset during retirement may drive changes to your portfolio.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a crash course on saving for college.