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 financial 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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Knowing the rules may help you decide when to start benefits.
Your credit score may influence how much you pay for auto and home insurance.
Tax preparation may be the perfect time to give the household budget a check-up.
Do you know where the idea of “retirement” comes from?
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
All about how missing the best market days (or the worst!) might affect your portfolio.
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.