Please note we will be CLOSED:
Thurs 11/27/14 through 11/28/14, and
Mon 12/22/14 through 01/02/15.
We will resume regular hours Monday 01/05/2015.
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 success. 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.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
A letter of instructions provides additional and more personal information regarding your estate.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Earnings season can move markets. What is it and why is it important?
When considering life insurance, it's important to understand your options.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.