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 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.
Helpful Content
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?