My first priority is helping you take care of yourself and your family. 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 success.
This site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Knowing the rules may help you decide when to start benefits.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here’s a crash course on saving for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How does your ideal retirement differ from reality, and what can we do to better align the two?
$1 million in a diversified portfolio could help finance part of your retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.