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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A change in your mindset during retirement may drive changes to your portfolio.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Do your insurance needs stay the same when the nest empties?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How do the markets usually react to elections? Was the 2016 election any different?
A special needs trust helps care for a special needs child when you’re gone.