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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Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The true cost of raising a child may be far more than you expect.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding the value of a home warranty.
Lifestyle considerations in creating your retirement portfolio.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.