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—I can help you address your most pressing money questions.
My first priority is your overall financial success. I 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.
This 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. I'll get back to you quickly with a thoughtful answer.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Why is Cash Flow so important to understand?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Flex your financial superpowers.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?