A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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(512) 822-7525
1 (800) 880-3941 ext. 111
9500 Arboretum Boulevard Suite 170
Austin, TX 78759

It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

WealthLink
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
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Helpful content
I offer a full library of resources to help boost your financial planning knowledge.

Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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