Schedule a Meeting

Click the link below to schedule a meeting with me.

Schedule Today!

Contact Us

Please feel free to contact us with any questions.

Welcome to Analogous Investment Management, LLC

Analogous Investment Management, LLC provides personalized investment management and strategic financial guidance to help clients pursue long-term financial goals with discipline and clarity.

Today's investment environment presents both opportunities and uncertainty. Our role is to help clients approach those conditions with a structured plan and thoughtful guidance.

Our process centers on three principles:

• Understanding each client's financial goals and priorities
• Developing a clear, disciplined strategy designed to pursue those goals
• Providing ongoing guidance and adjustments as circumstances and markets evolve

This website offers resources designed to help you better understand financial planning and investment management. You will find educational articles discussing important financial concepts, as well as tools and calculators to help evaluate your current financial position and future needs.

We encourage you to explore these resources and return periodically as new information is added.

If you would like to learn more about Analogous Investment Management, LLC or discuss your financial goals, please contact us.

Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators