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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Making the most of surprises is a great reason to work with us.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Peer-to-peer payment apps are one of the newest ways to send money.
Here’s a quick guide to checking to see if you have unclaimed money.
What is your plan for health care during retirement?
How will you weather the ups and downs of the business cycle?
Make your retirement as exciting as your next vacation.