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.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Take the guesswork out of your IEP or SEP with this helpful article.
Lifestyle considerations in creating your retirement portfolio.
Bonds may outperform stocks one year only to have stocks rebound the next.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
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.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Make your retirement as exciting as your next vacation.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Bucket lists don’t have to be for tomorrow.
When you retire, how will you treat your next chapter?
Check out this video to begin separating fact from fiction.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?