My first priority is helping you take care of yourself and your family. 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, sideshows, and calculators designed to help you learn more. As you search the site, 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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Understanding how capital gains are taxed may help you refine your investment strategies.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Peer-to-peer payment apps are one of the newest ways to send money.
Savvy investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
Do you know how to set up your financial goals for success? This knight does.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.