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
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Infographic: Life Insurance: The Basics
A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Take the Stage: Commitment and the Money Conversation
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
Your Financial Family Tree
What lessons can you learn from your family members, and what can they learn from you?
3 Questions to Consider About Whole Life Insurance
Whole Life insurance: Protection, supplement income in retirement and stable, predictable cash value
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.