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.
Contact us today to schedule a free consultation meeting.
We are here to help you with your financial goals and retirement needs.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Four vacation destinations you might never have thought of.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What kind of auto insurance should you have? Do you know?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a quick guide to checking to see if you have unclaimed money.
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.