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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A change in your mindset during retirement may drive changes to your portfolio.
There are things about Social Security that might surprise you.
However exciting retiring abroad may sound, it deserves considerable planning.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
Are Real Estate Investment Trusts right for your portfolio?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.