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.
Account Minimum of $250,000
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
There’s a link between debt and stress.
Bonds may outperform stocks one year only to have stocks rebound the next.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
There are a few things to consider when buying or leasing your next vehicle.
There are hundreds of ETFs available. Should you invest in them?