Since becoming a financial advisor over 11 years ago, my goal has always remained the same, to help my clients be financially successful. I have strived to achieve this reality through discipline, integrity and creativity.
In 2010 we started Astute Wealth Management. We added new industry leading technology to improve our planning in social security, retirement income and tax efficiency. We implemented risk evaluation software to help our clients stay within their comfort levels. We increased our knowledge on a variety of subjects, including behavioral finance and working with other professionals to improve our level of advice.
We don’t take lightly the trust our clients have put is us. I believe this is the reason our firm continues to grow. This growth is also attributed to the many referrals that have been sent from our beloved clients. I must thank great mentors and clients, some who have been with me from the beginning. If you are not a client and you want to learn more about our services, feel free to send me a message on LinkedIn and we can arrange a chat.
Helpful Content
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.