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.
Saving for College 101
Here’s a crash course on saving for college.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
This calculator shows how inflation over the years has impacted purchasing power.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This investment account question is vital and answered as early as possible.
When considering life insurance, it's important to understand your options.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Read this overview to learn how financial advisors are compensated.
To choose a plan, it’s important to ask yourself four key questions.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
With alternative investments, it’s critical to sort through the complexity.
There are three things to consider before dipping into retirement savings to pay for college.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Have you explored all your options when it comes to managing your taxable income?
There are hundreds of ETFs available. Should you invest in them?