Building Strategies for your Financial Future
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Our first priority is helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, 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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
There are four very good reasons to start investing. Do you know what they are?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Second marriages are a trigger event to revisit any existing estate strategies.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
For homeowners who think their property taxes are too high, there are ways to appeal.
A four-step framework for building a personal legacy.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you have causes that you want to support with donations? Here are three tips.
What is your plan for health care during retirement?
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?