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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Is your estate in order? This short quiz may help you assess your overall strategy.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Currency has been around for a long time. Here’s a quick history lesson.
Read this overview to learn how financial advisors are compensated.
It's important to make sure your retirement strategy anticipates health-care expenses.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Making the most of surprises is a great reason to work with us.
Smart investors take the time to separate emotion from fact.