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Our Firm

WORTH Investments is committed to helping you pursue your long-term financial goals. As a specialist in retirement planning and estate conservation, I can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • 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?
  • What do I need to know about wills, trusts, and probate?

I offer financial products and services tailored to your individual needs. WORTH Investments is committed to you for the long term.


Neither NEXT Financial Group, Inc. nor its Representatives give tax or legal advice.