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
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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 Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Rule of 72
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?