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.
I invite you to click below for a free Portfolio Risk Analysis. It only takes a minute and will give you a quick look into how much risk you are truely comfortable with.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Use this handy calendar to remember the year’s most important financial dates.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.