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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There are ways to improve your physical fitness without denting your fiscal fitness.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.
The market is as unpredictable as the weather. We’d love to help you prepare.
You’ve made investments your whole life. Work with us to help make the most of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.