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 me a note regarding any questions you may have about any particular investment concepts or products. I willl get back to you quickly with a thoughtful answer.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The 12 Steps to Living Confidently: Legacy and Estate
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
At what point can you call a personal vehicle commercial?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A confident retirement begins with a plan.
Learn about a financial asset that can help you build a stronger financial future.
Bonds may outperform stocks one year only to have stocks rebound the next.
A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.
How federal estate taxes work, plus estate management documents and tactics.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.