My Own Money Tax & Financial Services
To invest and monitor the assets entrusted to me by my clients in the same manner and with the same care and consideration that I would for My Own Money.
My Own Money is dedicated to building a trusting relationship with individuals and small businesses for the purpose of pursuing their financial goals.
We provide retirement planning, education planning, risk management and so much more. We offer our clients a multi-faceted approach to address their growing financial needs.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you are facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
If you have any questions, or would like to meet with us, please do not hesitate to contact us. We look forward to working with you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.