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
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.