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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The recent market drop is an important reminder of why it's important to take a long-term view.
Healthy habits are one of the greatest gifts to give your child.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What is your plan for health care during retirement?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are a few things to consider when buying or leasing your next vehicle.