Doing My Best For You!

As with most other things in life, the key to achieving your long-term financial objectives is strategizing. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, strategizing your financial future can be intimidating. Luckily, you don't have to do it alone. As a Capitol Financial Solutions agent, and a Registered Representative of Signator Investors, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

As an example to my dedication to excellence, I am certified in Long Term Care Insurance (CLTC).  CLTC is a designation that reflects my commitment to the needs of my clients, their parents, and their families.  Preparing for the possibility of a long-term illness is an integral part of the issues people face when confronting retirement in light of longer life expectancies and rising health care costs.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

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