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
The 12 Steps to Living Confidently: Retire With Confidence
There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.
Millennials and Savings
How much could you save now and in the long-term?
Ways to Turn Spending into Savings
Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Financial Hacks for Millennials: Don’t Get Burnt With FIRE
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Attract Better Employees with Better Benefits
In a good economy, smart business owners know that a benefits package needs to fan a candidate’s excitement for joining...
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.