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. Thank you for visiting.
The market is as unpredictable as the weather. We’d love to help you prepare.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Apps that help small business owners better manage and grow their business.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
It sounds simple, but paying yourself first can really pay off.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
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
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.
Here’s a quick guide to checking to see if you have unclaimed money.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”