Hello and welcome to my website. The purpose is to provide you with a single, convenient place to obtain retirement and financial planning information. As you navigate through this site, you can find much of the help you need. If not, let me know and I will be glad to assist. I have included a brief description about each of the links on this page. Contact Me – E-mail or phone, I will respond within 24 hours. Advisor Events & Links – You can find the most common companies we use for investments. Investor Profile – check your tolerance for risk, a must for every investor. Click “submit” to send to me. Research Center – provides you with newsletters, research data and calculators. CFD Banking Services – our online banking service. You can now have checking, savings and loan services on a secure network. This is provided by The Bancorp Bank, member FDIC. Market Information – if you like to follow certain mutual funds or stocks or just check out the market in general. Financial Links – As a CFD rep, I have access to all of these companies. Let me know if you would like to know more about any of them. |
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How much would your monthly lease payment be? Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. This calculator can help you determine whether you should consider converting to a Roth IRA. This calculator is designed to help you clarify your comfort level with investment risk. |
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Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 608 East Boulevard, Kokomo, IN 46902 765.453.9600 |
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