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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How literate are you when it comes to your finances? Brush up with these five basics.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a crash course on saving for college.
Bucket lists don’t have to be for tomorrow.
Understanding the cycle of investing may help you avoid easy pitfalls.
What is your plan for health care during retirement?
Learn about the importance of having an estate strategy in this helpful and informative video.
Investors seeking world investments can choose between global and international funds. What's the difference?