Money Planning Help

This site provides information on managing your money.  Our goal is to help people with their everyday decisions about their money.

Whether they are in their 20's or their 50's or retired -- people need information on planning, building their savings, taxes, borrowing money, protecting what they have built, and retirement.

Some are just trying to live on what they make, or cope with unexpected expenses or a drop in income, or face retirement with an income that is smaller than they expected.  They want control of their life and their finances.

This site provides information to help people make those money plans and decisions.

It is still in the development stage.  This is a work in progress -- it is not complete but it will continue to grow.

My goal is to provide a site that will give information on everyday financial issues that the average person has to address.

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NOTE: This website is currently still under construction.  Not all of the pages are completed or linked or properly named.

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What We Do

The writing/publishing staff is currently one person.  My qualifications are:

Over 25 years of experience in banking, accounting, and financial consulting

Registered Financial Consultant

Registered Financial Planner

Tax Advisor

Teaching and graduate research in Accounting at two universities.

College education in Accounting and Finance.

Completion of the Certified Financial Planner curriculum in a CFP Board-registered college program. 

My career is in providing financial analysis and consulting for banks as well as tax advice and accounting services for certain individuals and business entities.

Disclosures:

Investment in financial market securities involves risk and could result in loss of part or all of your principal invested.  Past performance is no guarantee of future results.

The publisher is not a licensed broker or Registered Investment Advisor: This is not an offer to buy or solicitation to sell financial securities.

The publisher is not a licensed Insurance Agent: This is not an offer to buy or sell insurance products.

The publisher is not a licensed Attorney: This is not an offer of any legal opinion or advice or service.  References may be made to laws that govern financial matters for information purposes only.  Consult an attorney for any specific legal issues. 

These pages are provided to the public for information and entertainment only. 

Fictional characters may be used as examples for issues covered in this site.  Any similarity to actual persons in name, occupation, location or activities is purely coincidental.

Contact Us!

Click on the "Contact Us!" link above to e-mail us about any comments, questions or concerns you may have.

You can also click on the "contact us" web page marker listed on the left side of this page.

Please fill in the contact form found on the "contact us" page to send in your comments.

Contact us anytime! We look forward to hearing from you.