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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Five overlooked tax deductions to help manage your tax bill.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This worksheet can help you estimate the costs of a four-year college program.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learn about what risk tolerance really means in this helpful and insightful video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Imagine your ideal post-pandemic retirement with this animated video.
Learn about the importance of having an estate strategy in this helpful and informative video.
There are three things to consider before dipping into retirement savings to pay for college.