Investment Advice & Financial Planning Services
I'm an Investment Advisor who provides financial advice and planning, portfolio advice and management, wealth management, and asset management to those who care about their financial future. I work with clients of all ages in a fun and accessible way. Plus, I'm not your stereotypical financial planner. Want to learn more? Click here
Use this calculator to plan your investing strategy now—and make sure you have enough to see you through your retirement years.
The Retirement Estimator gives estimates based on your actual Social Security earnings record. (Social Security Administration)
401(k) and IRA Required Minimum Distribution Calculator
Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA. In general, you must begin withdrawing money by April 1 of the year following the year that you turn 70½.
401(k) 'Save the Max' Calculator
Use this calculator to determine if you are on track to ‘save the max’ in your 401(k) by maximizing your contributions each pay period so you can reach the allowed IRS limits.
Use our savings calculator to see how a consistent approach to investing can make your money grow. Whether you are saving for a house, a car or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to achieve your goal.
Our loan calculator can help you determine the monthly payment for a fixed-rate loan such as a car loan or mortgage. Compare different offers or the merits of refinancing and see how much a monthly payment drops by reducing the interest rate by just one half of one percent.