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 confidence. 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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
When to start? Should I continue to work? How can I maximize my benefit?
Do you have an estate strategy? You should.
There are benefits and limitations when you decide to donate stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
Learn about the importance of having an estate strategy in this helpful and informative video.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”