Helping Our Clients Pursue Their Financial Goals
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 performance. 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.
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.
Helpful Content
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.