Your Future
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.
Helpful Content
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.