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.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Building wealth requires protection from the forces of wealth destruction.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
It's important to understand how inflation is reported and how it can affect investments.
When to start? Should I continue to work? How can I maximize my benefit?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.
There are hundreds of ETFs available. Should you invest in them?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A bucket plan can help you be better prepared for a comfortable retirement.