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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A quick look at how federal income taxes work.
Five creative (and inexpensive) ideas for motivating your employees.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.