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 our website, send us 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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Calculating your potential Social Security benefit is a three-step process.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A quick look at how federal income taxes work.
At what point can you call a personal vehicle commercial?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
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
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
When should you take your Social Security benefit?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.