Our 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 foundation of success.
Our 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. We'll get back to you quickly with a thoughtful answer.
Tell a friend
Do you know someone who is worried about retirement, has questions about their social security strategy or needs a written financial plan?
Our goal is to help people attain their financial dreams. If you know someone we may be able to help, please pass our information to them or give us a call today! 712-224-4651. We can schedule an appointment and see if we may be able to help them better prepare for their future.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Do you understand these common mobile slang terms?
Learn how to address the challenges that women face when planning for retirement.
Do you have an estate strategy? You should.
Purchasing homeowners insurance is critical for protecting your home.
The true cost of raising a child may be far more than you expect.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Check out this video to begin separating fact from fiction.
Explaining the SECURE Act and how the changes affect your retirement strategy.
If you died, what would happen to your email archives, social profiles and online accounts?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
It's easy to let investments accumulate like old receipts in a junk drawer.