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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Here are five facts about Social Security that are important to keep in mind.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
There’s an alarming difference between perception and reality for current and future retirees.
Here’s a quick guide to checking to see if you have unclaimed money.