Your Future
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.
Helpful Content
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Rightsizing for Retirement
What does your home really cost?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.