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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Your credit score may influence how much you pay for auto and home insurance.
This investment account question is vital and answered as early as possible.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn about the risks of not having health insurance in this informative article.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Have you explored all your options when it comes to managing your taxable income?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn about the difference between bulls and bears—markets, that is!
Pundits say a lot of things about the markets. Let's see if you can keep up.
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