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.
Building Your Legacy
A four-step framework for building a personal legacy.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
At what point can you call a personal vehicle commercial?
Beware of these traps that could upend your retirement.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here are 5 reason why you may consider working through retirement.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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 smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Peer-to-peer payment apps are one of the newest ways to send money.
You’ve made investments your whole life. Work with us to help make the most of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
Have you explored all your options when it comes to managing your taxable income?
Make your retirement as exciting as your next vacation.