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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
At what point can you call a personal vehicle commercial?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
When you retire, how will you treat your next chapter?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?
A couple become Retirement Plan Detectives, searching records from old employers.
Learn about the difference between bulls and bears—markets, that is!