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 our 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 questions you may have about any particular investment concepts or products. Long-term relationships that encourage open and hones communication have been the cornerstone and foundation of our business.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
When considering life insurance, it's important to understand your options.
Don’t overlook the need for renter’s insurance if you rent your home.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
It sounds simple, but paying yourself first can really pay off.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
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
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Are you ready for retirement? Here are five words you should consider.