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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A few strategies that may help you prepare for the cost of higher education.
When considering life insurance, it's important to understand your options.
An increasing number have been developed to help individuals with their personal finances.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here’s a guide to explain all the parts of Medicare.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know these three personal finance sayings?
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a crash course on saving for college.