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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Marriage changes everything, including your insurance needs.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
There are a few things to consider when buying or leasing your next vehicle.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
When should you take your Social Security benefit?
What if instead of buying that vacation home, you invested the money?