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.
Helpful Content
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Build a Stronger Financial Future
Learn about a financial asset that can help you build a stronger financial future.
Rightsizing for Retirement
What does your home really cost?
Commitment and Money Conversations
Talking about money isn’t as scary as it seems.
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Take the Stage: Planning for All Types of Families
What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
How to Cut Your Expenses
Living with confidence means living within your means. managers.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?