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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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Good employee health can be great for the company’s bottom line.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A letter of instructions provides additional and more personal information regarding your estate.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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
How federal estate taxes work, plus estate management documents and tactics.
Recent changes in estate tax laws could affect the strategy you have in place.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.