Your Future
Our first priority is helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, 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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.