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
Ask a Financial Professional: Couples & Money
If it were easy to talk about money, everyone would do it. But in reality, conversations about finances are tough for...
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Your Financial Path Forward in the Midst of Mental Illness
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Is Your Financial House Haunted?
There is nothing to fear but fear itself, especially when it comes to personal finances.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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...
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
How Income Taxes Work
A quick look at how federal income taxes work.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?