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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Medicare’s popular program, offering free gym membership and health education.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The uncertainties we face in retirement can erode our sense of confidence.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
There are a few things to consider when buying or leasing your next vehicle.
How do the markets usually react to elections? Was the 2016 election any different?
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.