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.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Building wealth requires protection from the forces of wealth destruction.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Military families face unique challenges, making personal finance even more critical.
A collection of tips from professional travelers.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
It's easy to let investments accumulate like old receipts in a junk drawer.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?