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 Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Technology tips to make your next trip even better.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Even low inflation rates can pose a threat to investment returns.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?
Are you ready for retirement? Here are five words you should consider.