Assisting individuals and businesses with Comprehensive Retirement Planning, Wealth Management, Coordinating Estate Planning, Tax Efficient Investing, and Managing Financial Risk in Seven Fields, PA.

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial advisor who is familiar with your particular situation and can offer personalized advice.
If you’re concerned about:
Comprehensive Retirement Planning
Managing Financial Risk
Tax Efficient Investing
As a Financial Advisor I can provide you with a plan to help you work towards your financial goals.
Please use my web site as a resource. For additional information or to schedule a meeting, do not hesitate to contact me by email link or by completing the Contact Form found under the Our Location Tab above. Thank you for your interest.
Good Life Customer Relationship Summary
Newsletters
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Credit Card Debt
How Long Will It Take to Pay my Balance?