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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Understanding how capital gains are taxed may help you refine your investment strategies.
Are women prepared for a 20-year retirement?
An overview of some fundamental steps when a loved one passes.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Healthy habits are one of the greatest gifts to give your child.
Take the guesswork out of your IEP or SEP with this helpful article.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
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.
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?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.