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.
Helpful Content
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The Best Apps in Travel
Technology tips to make your next trip even better.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.