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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
A quick look at how federal income taxes work.
Explore the growing influence women wield over the economy with this handy infographic.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all your options when it comes to managing your taxable income?
There are a few things to consider when buying or leasing your next vehicle.
Preparing for the unexpected can make all the difference if your family relies on your income.