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.
To watch some of our video clips see the link below
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Six overlooked tax deductions to help manage your tax bill.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A letter of instruction provides additional and more personal information regarding your estate.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Learn about the latest sport to sweep the nation with this informative article.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
Explaining the SECURE Act and how the changes affect your retirement strategy.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Investors seeking world investments can choose between global and international funds. What's the difference?
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.