Your Financial Future
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’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money 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 my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here are 4 great, and sometimes unexpected, places to raise a family.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
You’ve made investments your whole life. Work with us to help make the most of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Investors seeking world investments can choose between global and international funds. What's the difference?
How do the markets usually react to elections? Was the 2016 election any different?