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.
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.
Do your insurance needs stay the same when the nest empties?
How Medicare can address health care needs in your retirement strategy.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
When you’re married and have children, insurance needs will be different.
At what point can you call a personal vehicle commercial?
How long does a $20 bill last?
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Peer-to-peer payment apps are one of the newest ways to send money.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?