Helping You Plan Your Financial Future

 

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

 

Atlantic Partners Financial Group, member of John Hancock Financial Network is committed to helping you pursue your long-term financial goals. Specializing in retirement funding strategies and estate conservation, I can help you answer the questions you may have about your financial future, such as:

  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?

I offer financial products and services tailored to your individual needs. Atlantic Partners Financial Group is committed to you for the long term.

Services

I serve individuals and businesses in all areas of financial management, including:

  • Retirement funding strategies
    Making the most of your employer-sponsored retirement plans and IRAs. Helping you determine how much you need to retire comfortably. Managing assets before and during retirement.
     
  • Estate conservation
    Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes* and probate costs. I coordinate with your tax and legal advisors to help you transfer your assets according to your wishes.
     
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
     
  • Education funding strategies 
    Recommending investment and accumulation strategies to help you pay for your children's education.
     
  • Investments
    Help determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
     
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.

 

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Neither John Hancock, Signator Investors, Inc. nor any of its agents, employees or registered representatives are in the business of offering such advice. Individuals are advised to seek the counsel of such licensed professionals.

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

More Newsletters →