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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
However exciting retiring abroad may sound, it deserves considerable planning.
Is your estate in order? This short quiz may help you assess your overall strategy.
There are four very good reasons to start investing. Do you know what they are?
How to help determine life insurance needs to provide for your family after you pass away.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The market is as unpredictable as the weather. We’d love to help you prepare.
Explaining the SECURE Act and how the changes affect your retirement strategy.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know these three personal finance sayings?
A bucket plan can help you be better prepared for a comfortable retirement.