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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Six overlooked tax deductions to help manage your tax bill.
There’s a link between debt and stress.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment 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.
Make your retirement as exciting as your next vacation.
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.
Do you know how to set up your financial goals for success? This knight does.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.