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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding the economy's cycles can help put current business conditions in better perspective.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.
What is your plan for health care during retirement?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a few things to consider when buying or leasing your next vehicle.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.