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.
Making the most of surprises is a great reason to work with us.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Term insurance is the simplest form of life insurance. Here's how it works.
What’s the deal with your yearly free credit report?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
You’ve made investments your whole life. Work with us to help make the most of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.