Check the background of this financial professional on FINRA's BrokerCheck.


The E-Newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.

Government Report Details Household Finances
The Standard Deduction and Itemized Deductions After Tax Reform
Four Points to Consider When Setting a Retirement Income Goal
What are some tips for creating a budget and sticking to it?
What are some strategies for paying off credit card debt?

Enter your name and e-mail to receive e-mail updates from me.

©2018 Broadridge Investor Communication Solutions, Inc. All rights reserved.
Tell A Friend Tell A Friend

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI) and are not affiliates of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS or NFPISI.  Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 512-697-6000.



Check the background of this financial professional on FINRA's BrokerCheck.