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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Why have the markets been so volatile recently?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
Take a look at this 2017 Market Recap.