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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Retirees traveling abroad need to know that their health insurance travels with them.
When it comes to generational differences, knowing the facts can be difficult.
What's your vision of retirement?
In the face of divorce, making changes to insurance coverage may be overlooked.
When you’re married and have children, insurance needs will be different.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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.
When you retire, how will you treat your next chapter?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
This video discusses issues related to your retirement accounts when you move on from your job.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you found yourself suddenly single? Here are 3 steps to take right now.