Welcome to Target Wealth Strategies, L.L.C. I created this company out of a desire to be able to offer clear, unbiased advice to my clients. After working at a large multi-national investment firm, I felt that my clients deserved a Financial Advisor who could empower their objectives and not just place them in a corporate cookie cutter mold. I continue to remain affiliated with LPL Financial, one of the largest national networks of independent financial service providers (as reported in Financial Planning Magazine, 1996-2014, based on total revenue). Remaining independent allows me to realize a commitment to my profession, the community and ultimately the financial independence of TWS clients. Thank you for visiting my webpage.
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The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
However exciting retiring abroad may sound, it deserves considerable planning.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Taking your Social Security benefits at the right time may help maximize your benefit.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Recent changes in estate tax laws could affect the strategy you have in place.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.