Your Financial Future
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 success. 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 of success.
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.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Marriage changes everything, including your insurance needs.
There are things about Social Security that might surprise you.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Building wealth requires protection from the forces of wealth destruction.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Assess how many days you'll work to pay your federal tax liability.
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 compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
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
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?