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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
How Medicare can address health care needs in your retirement strategy.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Three important factors when it comes to your financial life.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
Bucket lists don’t have to be for tomorrow.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.