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.
Helpful Content
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”