Where do I go now?

  • You’ve investing the maximum allowed in your 401K.
  • You working toward maxing out your IRA.
  • You have three to six months income saved emergency fund.
  • You’re going protect your biggest asset - your ability to earn income - by purchasing term life insurance and disability insurance.

If you’ve done most or all these things and still have extra cash flow, you might question your investments and your financial goals for the future. You need help from a specialist – someone who can help you create a customized financial plan tailored to your individual wants and needs.

Before you go one step further, please call my office for a meeting. We’ll sit down, talk about your concerns for the future and together, make a plan for your financial future.