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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Do your insurance needs stay the same when the nest empties?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.
Making the most of surprises is a great reason to work with us.