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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Gaining a better understanding of municipal bonds makes more sense than ever.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Make your retirement as exciting as your next vacation.
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.