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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The true cost of raising a child may be far more than you expect.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
That big list of dreams and goals isn't the only way to look at your bucket list.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years. Are you prepared to fill that many days?