Our first priority is your helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, 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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Even if you’re young and single, you should still consider protecting yourself.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Six overlooked tax deductions to help manage your tax bill.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.