Our first priority is 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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Beware of these traps that could upend your retirement.
It's important to understand how inflation is reported and how it can affect investments.
Understanding the value of a home warranty.
Explore the growing influence women wield over the economy with this handy infographic.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
You’ve made investments your whole life. Work with us to help make the most of them.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A special needs trust helps care for a special needs child when you’re gone.