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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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Do your insurance needs stay the same when the nest empties?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.
When should you take your Social Security benefit?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.