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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
These four essential steps can help to increase your financial confidence for the year ahead.
This attention-grabbing infographic covers retirement topics you may not have considered.
Take the long view - 5 tips for staying on track even during volatile times
Learn how to address the challenges that women face when planning for retirement.
Infographic: Who Sits at Your Table?
Women’s History Month celebrates ceiling-shattering women of the past, as well as the empowerment of women in the present.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
Bucket lists don’t have to be for tomorrow.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.