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.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Good employee health can be great for the company’s bottom line.
What’s the deal with your yearly free credit report?
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Doing your research is key before buying a vacation home.
Learn about the importance of having an estate strategy in this helpful and informative video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.