Welcome to: All About You Investment Solutions!
I know the last thing you need is another website to sell you anything. This site is dedicated to providing insight and furthering your knowledge and on a myriad of financial topics. It truly is a wonderful resource to you and those you know and love.
However it is just as important that you know about my practice and myself. Accessing the “ABOUT” tab above will allow you to look into more about me. This short video addresses why I'm an independent advisor and why that's important to you!
I encourage you to explore my website thoroughly. The “RESOURCE CENTER” focuses on particular topics of interest quickly.
In “TOOLS” you’ll find a Glossary that helps with the lingo of investing. It’s OK I’m an interpreter for you. Plus, Tax Resources that provides tax information and much more.
Discover the many “QUICK LINKS” at the bottom of the page to gain access to the topics that you, your family or your friends are looking for.
Please, take a moment to sign up for the “MONTHLY NEWSLETTER” found on the right side of the website. The newsletter is typically a video that is less than 2 minutes long, AND you will not be harassed with unwanted correspondence from me.
Lastly, there’s never a charge for a consultation. When you’re ready, reach out to me to discuss any topic of concern that you may have. All the information pages offer the opportunity to contact me with a question.
However, you can always contact me directly at (419) 250-3886 or by e-mail at firstname.lastname@example.org
When I can be of service to you or those you love, please let me know.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The earlier you start pursuing financial goals, the better your outcome may be.
Do you have an estate strategy? You should.
Here are 4 great, and sometimes unexpected, places to raise a family.
The federal government requires deceased individuals to file a final income tax return.
Why are they made again and again? Making sense of these errors in judgement.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn about the importance of having an estate strategy in this helpful and informative video.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bucket lists don’t have to be for tomorrow.