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.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
One way to find money is to examine your current spending habits and eliminate money wasters.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Don’t overlook the need for renter’s insurance if you rent your home.
A windfall from a loved one can be both rewarding and complicated.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How literate are you when it comes to your finances? Brush up with these five basics.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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
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.
Check out this video to begin separating fact from fiction.
How will you weather the ups and downs of the business cycle?
Investors seeking world investments can choose between global and international funds. What's the difference?
Bucket lists don’t have to be for tomorrow.
Imagine your ideal post-pandemic retirement with this animated video.
Learn about cyber liability insurance in this entertaining video.