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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn about the latest sport to sweep the nation with this informative article.
Purchasing homeowners insurance is critical for protecting your home.
Learn about the rise of Impact Investing and how it may benefit you.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn about the importance of having an estate strategy in this helpful and informative video.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations?
For women, retirement strategy is a long race. It’s helpful to know the route.