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
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Financial Fixes: From Health Scare to Financial Care
A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances
The 12 Steps to Living Confidently: Smart Debt Decisions
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
Your Financial Path Forward in the Midst of Mental Illness
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
View all articles 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?