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
Helpful Content
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.