Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
This Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation and to see the value of working with skilled professionals to pursue your financial goals.
This Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation and to see the value of working with skilled professionals to pursue your financial goals.
Services
My company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your financial future. If you have any questions about your current financial situation or wish to schedule an appointment, give me a call at 512-472-6264.
Our office is located at 4508 Shoal Creek Boulevard a half block north of 45th Street. If you are coming from the North, it is the first driveway on your right past Great Oaks Parkway. If you are coming from the South, it is about 1/2 block North of 45th Street on the west side of the street. Please pull into the driveway and come into the door to your left.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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