Broker Check

22981 Farmington Road
Farmington, MI 48336
248-474-2502

Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement What You Need to Know About Social Security

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.

Helpful Content

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

When Markets React

When markets shift, experienced investors stick to their strategy.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

View all videos arrow