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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
How will you weather the ups and downs of the business cycle?
A special needs trust helps care for a special needs child when you’re gone.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
Investors seeking world investments can choose between global and international funds. What's the difference?