Marion Office

307 Judge Smith Drive,

Suite A
Marion, AR 72364
<strong>New Investors</strong>

New Investors

Starting early is the key to building wealth. I help those who are new to investing determine how much to save and spend, how to pay down debt, and ways to prepare for the future. This includes:

  • Reviewing employer-sponsored retirement plan options
  • Implementing additional investments for retirement
  • Determining college savings options
  • Evaluating insurance needs
  • Collaborating with your estate attorney
  • Planning for tax considerations
<strong>Nearing Retirement</strong>

Nearing Retirement

Those who are nearing retirement – even if it’s 15 or 20 years away – should make sure they’re on the right path to enjoy their future lifestyle. I help you consider the needs of today and plan for those of tomorrow, including:

  • Reviewing investments to ensure they align with your goals
  • Managing risk and evaluating whether you’re taking too much or too little before retirement comes
  • Calculating cash flow and budgeting for lifestyle expenses
  • Preparing to send kids to college
  • Considering tax implications of investments when you’re withdrawing in retirement
  • Evaluating additional and changing insurance needs
<strong>Retirees</strong>

Retirees

The game changes once you’re retired. Instead of accumulating wealth, you’re usually spending your savings. I help retirees plan for the income they’ll need in order to enjoy the retirement lifestyle they’ve always wanted. I can help by:

  • Designing a tax-efficient withdrawal strategy
  • Implementing an income strategy through dividends
  • Evaluating the options for tax-free retirement income
  • Advising on Social Security and Medicare benefits
  • Monitoring longevity risk
  • Coordinating charitable giving plans and vehicles
  • Managing lifestyle expenses
  • Assessing long-term care insurance needs
  • Planning for transfer of wealth to other generations

“The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.”  
– T.T. Munger

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