Your Financial Future
Helping Individuals, Families and Business Owners Organize, Build and Control Their Financial Future From insurance to investments to college-planning to retirement, the decisions are overwhelming and the information is inconsistent! That's where Certified Financial Services LLC and my team come in.
My specialty is personal finance - organization and education are the keys to making the path to meet your goals and exceed your expectations!
My past experience as a paralegal, small business owner and licensed mortgage broker have led me to my desire to bring much more information to my clients and prospective clients, especially since 2007.
If you are not 100% confident that your financial plan is meeting your goals, please call me to discuss how making strategic changes and coordinating your assets will get you there! If you are just hoping and keeping your fingers crossed, you need to talk to me now!
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Donation is on people’s minds around tax season.
Whole Life insurance can add to your retirement income and allow you to live confidently.
Do your insurance needs stay the same when the nest empties?
Four vacation destinations you might never have thought of.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.