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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Building Your Legacy
A four-step framework for building a personal legacy.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.