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.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Understanding the value of a home warranty.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Five strategies for managing your student debt.
In the face of divorce, making changes to insurance coverage may be overlooked.
There are things about Social Security that might surprise you.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you explored all your options when it comes to managing your taxable income?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?